Opal 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
Q1 | – | Sell |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.62M | Buy |
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