EverSource Wealth Advisors’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 | $1.93M | Sell |
18,148
-363
| -2% | -$38.6K | 0.09% | 170 |
|
|
2025
Q1 | $1.95M | Sell |
18,511
-1,865
| -9% | -$197K | 0.11% | 149 |
|
|
2024
Q4 | $2.15M | Buy |
20,376
+6,607
| +48% | +$697K | 0.12% | 138 |
|
|
2024
Q3 | $1.46M | Sell |
13,769
-35
| -0.3% | -$3.72K | 0.09% | 171 |
|
|
2024
Q2 | $1.45M | Sell |
13,804
-1
| -0% | -$105 | 0.1% | 161 |
|
|
2024
Q1 | $1.44M | Sell |
13,805
-2,297
| -14% | -$240K | 0.11% | 145 |
|
|
2023
Q4 | $1.7M | Sell |
16,102
-888
| -5% | -$93.6K | 0.16% | 122 |
|
|
2023
Q3 | $1.75M | Sell |
16,990
-3,131
| -16% | -$322K | 0.19% | 115 |
|
|
2023
Q2 | $2.09M | Buy |
20,121
+3,136
| +18% | +$326K | 0.23% | 99 |
|
|
2023
Q1 | $1.78M | Buy |
16,985
+4,182
| +33% | +$438K | 0.22% | 101 |
|
|
2022
Q4 | $1.33M | Buy |
12,803
+4,026
| +46% | +$420K | 0.2% | 94 |
|
|
2022
Q3 | $901K | Buy |
8,777
+874
| +11% | +$89.7K | 0.21% | 92 |
|
|
2022
Q2 | $827K | Buy |
7,903
+1,944
| +33% | +$203K | 0.21% | 86 |
|
|
2022
Q1 | $623K | Buy |
5,959
+3,619
| +155% | +$378K | 0.16% | 125 |
|
|
2021
Q4 | $251K | Buy |
+2,340
| New | +$251K | 0.07% | 192 |
|