JSA
Jacobson & Schmitt 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 | $726K | Buy |
+6,829
| New | +$726K | 0.13% | 48 |
|
|
2025
Q1 | – | Sell |
-6,560
| Closed | -$692K | – | 79 |
|
|
2024
Q4 | $692K | Buy |
+6,560
| New | +$692K | 0.13% | 49 |
|
|
2023
Q2 | – | Sell |
-6,605
| Closed | -$691K | – | 65 |
|
|
2023
Q1 | $691K | Sell |
6,605
-4,997
| -43% | -$523K | 0.2% | 42 |
|
|
2022
Q4 | $1.19M | Hold |
11,602
| – | – | 0.38% | 35 |
|
|
2022
Q3 | $1.19M | Sell |
11,602
-1,915
| -14% | -$197K | 0.38% | 35 |
|
|
2022
Q2 | $1.42M | Buy |
+13,517
| New | +$1.42M | 0.44% | 33 |
|
|
2021
Q1 | – | Sell |
-28,580
| Closed | -$3.09M | – | 46 |
|
|
2020
Q4 | $3.09M | Buy |
28,580
+309
| +1% | +$33.4K | 1.05% | 26 |
|
|
2020
Q3 | $3.06M | Buy |
28,271
+3,659
| +15% | +$396K | 1.16% | 25 |
|
|
2020
Q2 | $2.66M | Buy |
+24,612
| New | +$2.66M | 1.14% | 26 |
|