OWA
Opal Wealth 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
Q1 | – | Sell |
-5,767
| Closed | -$608K | – | 535 |
|
|
2024
Q4 | $608K | Buy |
5,767
+3,417
| +145% | +$360K | 0.18% | 79 |
|
|
2024
Q3 | $250K | Hold |
2,350
| – | – | 0.08% | 153 |
|
|
2024
Q2 | $246K | Hold |
2,350
| – | – | 0.08% | 143 |
|
|
2024
Q1 | $246K | Hold |
2,350
| – | – | 0.08% | 147 |
|
|
2023
Q4 | $248K | Hold |
2,350
| – | – | 0.1% | 145 |
|
|
2023
Q3 | $242K | Sell |
2,350
-472
| -17% | -$48.6K | 0.14% | 125 |
|
|
2023
Q2 | $294K | Buy |
2,822
+66
| +2% | +$6.87K | 0.15% | 96 |
|
|
2023
Q1 | $288K | Sell |
2,756
-5,773
| -68% | -$604K | 0.17% | 76 |
|
|
2022
Q4 | $889K | Buy |
+8,529
| New | +$889K | 0.49% | 30 |
|
|
2022
Q1 | – | Sell |
-15,064
| Closed | -$1.62M | – | 130 |
|
|
2021
Q4 | $1.62M | Buy |
+15,064
| New | +$1.62M | 1.02% | 17 |
|