One 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
Q3 | $638K | Sell |
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|
2025
Q2 | $673K | Sell |
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2025
Q1 | $675K | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $3.74M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $4.35M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $206K | Buy |
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