JWA
JFS 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 | $8.01M | Buy |
75,300
+22,320
| +42% | +$2.37M | 0.51% | 37 |
|
|
2025
Q1 | $5.59M | Buy |
52,980
+2,624
| +5% | +$277K | 0.38% | 45 |
|
|
2024
Q4 | $5.31M | Sell |
50,356
-8,809
| -15% | -$929K | 0.36% | 47 |
|
|
2024
Q3 | $6.28M | Sell |
59,165
-5,000
| -8% | -$531K | 0.42% | 43 |
|
|
2024
Q2 | $6.71M | Buy |
64,165
+10,566
| +20% | +$1.1M | 0.53% | 38 |
|
|
2024
Q1 | $5.61M | Buy |
53,599
+9,841
| +22% | +$1.03M | 0.45% | 41 |
|
|
2023
Q4 | $4.61M | Sell |
43,758
-591
| -1% | -$62.3K | 0.39% | 44 |
|
|
2023
Q3 | $4.56M | Sell |
44,349
-3,495
| -7% | -$359K | 0.43% | 44 |
|
|
2023
Q2 | $4.98M | Sell |
47,844
-10,862
| -19% | -$1.13M | 0.45% | 45 |
|
|
2023
Q1 | $6.15M | Sell |
58,706
-33,360
| -36% | -$3.49M | 0.58% | 38 |
|
|
2022
Q4 | $9.6M | Buy |
92,066
+74,822
| +434% | +$7.8M | 0.94% | 24 |
|
|
2022
Q3 | $1.77M | Buy |
17,244
+3,030
| +21% | +$311K | 0.19% | 85 |
|
|
2022
Q2 | $1.49M | Buy |
14,214
+13,968
| +5,678% | +$1.46M | 0.16% | 85 |
|
|
2022
Q1 | $26K | Hold |
246
| – | – | ﹤0.01% | 548 |
|
|
2021
Q4 | $26K | Buy |
246
+63
| +34% | +$6.66K | ﹤0.01% | 529 |
|
|
2021
Q3 | $20K | Buy |
183
+91
| +99% | +$9.95K | ﹤0.01% | 546 |
|
|
2021
Q2 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 445 |
|