J.W. Cole 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
Q3 | $391K | Buy |
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|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $237K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $548K | Buy |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Buy |
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