LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | $39.9K | Hold |
375
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $39.4K | Hold |
375
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $39.7K | Hold |
375
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $39.6K | Buy |
+375
| New | +$39.6K | ﹤0.01% | 411 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$2.69K | – | 594 |
|
|
2023
Q3 | $2.69K | Hold |
26
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $2.71K | Buy |
+26
| New | +$2.71K | ﹤0.01% | 605 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$10K | – | 710 |
|
|
2021
Q4 | $10K | Hold |
94
| – | – | ﹤0.01% | 605 |
|
|
2021
Q3 | $10K | Sell |
94
-465
| -83% | -$49.5K | ﹤0.01% | 593 |
|
|
2021
Q2 | $60K | Buy |
+559
| New | +$60K | ﹤0.01% | 457 |
|