EFS
Essex Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
4,879
| – | – | 0.03% | 398 |
|
|
2025
Q1 | $515K | Hold |
4,879
| – | – | 0.04% | 377 |
|
|
2024
Q4 | $515K | Hold |
4,879
| – | – | 0.04% | 376 |
|
|
2024
Q3 | $516K | Hold |
4,879
| – | – | 0.04% | 370 |
|
|
2024
Q2 | $514K | Buy |
+4,879
| New | +$514K | 0.04% | 370 |
|