ERTS Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $790K | Sell |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $4.73M | Buy |
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|
2022
Q2 | $4.11M | Sell |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $8.59M | Buy |
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|
2021
Q3 | $7.83M | Buy |
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|
2021
Q2 | $4.18M | Sell |
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|
2021
Q1 | $6.7M | Buy |
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|
2020
Q4 | $4.95M | Sell |
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|
2020
Q3 | $5.35M | Buy |
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|
2020
Q2 | $4.28M | Buy |
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|
2020
Q1 | $3.21M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $618K | Buy |
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|
2019
Q1 | $427K | Buy |
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|
2018
Q4 | $143K | Buy |
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