TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $269K | Buy |
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|
2025
Q3 | $269K | Buy |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $546K | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $2.98M | Sell |
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|
2023
Q1 | $7.18M | Buy |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | $4.36M | Buy |
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|
2022
Q2 | $4.25M | Buy |
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