Sax 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 | $768K | Buy |
7,218
+2,374
| +49% | +$252K | 0.05% | 203 |
|
|
2025
Q1 | $512K | Buy |
4,844
+1,184
| +32% | +$125K | 0.04% | 217 |
|
|
2024
Q4 | $386K | Hold |
3,660
| – | – | 0.03% | 229 |
|
|
2024
Q3 | $389K | Hold |
3,660
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $383K | Buy |
3,660
+1,540
| +73% | +$161K | 0.04% | 176 |
|
|
2024
Q1 | $222K | Buy |
+2,120
| New | +$222K | 0.03% | 174 |
|
|
2023
Q2 | – | Sell |
-2,100
| Closed | -$220K | – | 184 |
|
|
2023
Q1 | $220K | Hold |
2,100
| – | – | 0.05% | 162 |
|
|
2022
Q4 | $219K | Buy |
+2,100
| New | +$219K | 0.05% | 150 |
|