Global Wealth Management Investment Advisory’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
Q3 | $286K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $341K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $159K | Hold |
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|
2020
Q3 | $159K | Buy |
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