Navis 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
2022
Q2
Sell
2022
Q1
$1.15M Sell
2021
Q4
$3.03M Buy
2021
Q3
$3.03M Buy
2021
Q2
$3.03M Buy
2021
Q1
$3.02M Buy
2020
Q4
$3.03M Buy