JFS Wealth 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
Q2 | $8.01M | Buy |
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|
2025
Q1 | $5.59M | Buy |
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|
2024
Q4 | $5.31M | Sell |
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|
2024
Q3 | $6.28M | Sell |
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|
2024
Q2 | $6.71M | Buy |
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|
2024
Q1 | $5.61M | Buy |
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|
2023
Q4 | $4.61M | Sell |
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|
2023
Q3 | $4.56M | Sell |
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|
2023
Q2 | $4.98M | Sell |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $9.6M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $26K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $10K | Buy |
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