Walkner Condon Financial 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
Q2 | $2.3M | Sell |
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2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $972K | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $802K | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | $322K | Sell |
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|
2019
Q4 | $376K | Buy |
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