EverSource 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 | $1.93M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $827K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $251K | Buy |
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