Physician Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
9,112
+294
| +3% | +$31.3K | 0.15% | 68 |
|
|
2025
Q1 | $931K | Buy |
8,818
+406
| +5% | +$42.9K | 0.16% | 69 |
|
|
2024
Q4 | $887K | Sell |
8,412
-761
| -8% | -$80.3K | 0.15% | 70 |
|
|
2024
Q3 | $971K | Sell |
9,173
-1,136
| -11% | -$120K | 0.18% | 67 |
|
|
2024
Q2 | $1.08M | Sell |
10,309
-798
| -7% | -$83.8K | 0.2% | 65 |
|
|
2024
Q1 | $1.16M | Sell |
11,107
-293
| -3% | -$30.6K | 0.24% | 61 |
|
|
2023
Q4 | $1.2M | Buy |
11,400
+49
| +0.4% | +$5.14K | 0.27% | 56 |
|
|
2023
Q3 | $1.17M | Sell |
11,351
-139
| -1% | -$14.3K | 0.3% | 51 |
|
|
2023
Q2 | $1.19M | Buy |
11,490
+81
| +0.7% | +$8.41K | 0.3% | 49 |
|
|
2023
Q1 | $1.19M | Buy |
11,409
+54
| +0.5% | +$5.63K | 0.31% | 47 |
|
|
2022
Q4 | $1.19M | Sell |
11,355
-134
| -1% | -$14.1K | 0.32% | 43 |
|
|
2022
Q3 | $1.18M | Sell |
11,489
-2,845
| -20% | -$293K | 0.36% | 44 |
|
|
2022
Q2 | $1.51M | Sell |
14,334
-1,976
| -12% | -$208K | 0.44% | 38 |
|
|
2022
Q1 | $1.69M | Buy |
16,310
+855
| +6% | +$88.7K | 0.45% | 41 |
|
|
2021
Q4 | $1.66M | Buy |
15,455
+3,464
| +29% | +$371K | 0.43% | 41 |
|
|
2021
Q3 | $1.29M | Buy |
11,991
+423
| +4% | +$45.5K | 0.35% | 44 |
|
|
2021
Q2 | $1.25M | Buy |
11,568
+1,084
| +10% | +$117K | 0.36% | 45 |
|
|
2021
Q1 | $1.13M | Buy |
10,484
+170
| +2% | +$18.3K | 0.37% | 43 |
|
|
2020
Q4 | $1.11M | Buy |
10,314
+2,992
| +41% | +$323K | 0.38% | 44 |
|
|
2020
Q3 | $789K | Buy |
7,322
+196
| +3% | +$21.1K | 0.32% | 47 |
|
|
2020
Q2 | $772K | Sell |
7,126
-328
| -4% | -$35.5K | 0.31% | 47 |
|
|
2020
Q1 | $794K | Sell |
7,454
-702
| -9% | -$74.8K | 0.4% | 45 |
|
|
2019
Q4 | $872K | Buy |
8,156
+265
| +3% | +$28.3K | 0.39% | 38 |
|
|
2019
Q3 | $842K | Buy |
+7,891
| New | +$842K | 0.41% | 39 |
|