FSC Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-799
| Closed | -$84.4K | – | 221 |
|
|
2025
Q1 | $84.4K | Buy |
799
+3
| +0.4% | +$317 | 0.06% | 87 |
|
|
2024
Q4 | $83.9K | Buy |
796
+6
| +0.8% | +$633 | 0.05% | 91 |
|
|
2024
Q3 | $83.9K | Buy |
790
+4
| +0.5% | +$425 | 0.06% | 89 |
|
|
2024
Q2 | $82.2K | Buy |
786
+4
| +0.5% | +$418 | 0.06% | 83 |
|
|
2024
Q1 | $81.9K | Buy |
782
+3
| +0.4% | +$314 | 0.06% | 74 |
|
|
2023
Q4 | $82.2K | Buy |
779
+5
| +0.6% | +$527 | 0.06% | 77 |
|
|
2023
Q3 | $79.7K | Buy |
774
+3
| +0.4% | +$309 | 0.08% | 54 |
|
|
2023
Q2 | $80.2K | Buy |
+771
| New | +$80.2K | 0.07% | 54 |
|