WCFA
Walkner Condon Financial 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
Q2 | $2.3M | Sell |
21,649
-2,733
| -11% | -$291K | 0.42% | 57 |
|
|
2025
Q1 | $2.57M | Sell |
24,382
-380
| -2% | -$40.1K | 0.52% | 50 |
|
|
2024
Q4 | $2.61M | Sell |
24,762
-19
| -0.1% | -$2K | 0.53% | 52 |
|
|
2024
Q3 | $2.63M | Buy |
24,781
+10
| +0% | +$1.06K | 0.54% | 48 |
|
|
2024
Q2 | $2.59M | Sell |
24,771
-1,001
| -4% | -$105K | 0.56% | 47 |
|
|
2024
Q1 | $2.7M | Sell |
25,772
-1,177
| -4% | -$123K | 0.57% | 47 |
|
|
2023
Q4 | $2.84M | Buy |
26,949
+9,253
| +52% | +$976K | 0.65% | 40 |
|
|
2023
Q3 | $1.82M | Buy |
17,696
+7,790
| +79% | +$801K | 0.48% | 55 |
|
|
2023
Q2 | $1.03M | Buy |
9,906
+100
| +1% | +$10.4K | 0.27% | 80 |
|
|
2023
Q1 | $1.03M | Buy |
9,806
+479
| +5% | +$50.1K | 0.29% | 78 |
|
|
2022
Q4 | $972K | Sell |
9,327
-2,021
| -18% | -$211K | 0.29% | 76 |
|
|
2022
Q3 | $1.17M | Sell |
11,348
-258
| -2% | -$26.5K | 0.38% | 67 |
|
|
2022
Q2 | $1.22M | Sell |
11,606
-746
| -6% | -$78.1K | 0.38% | 64 |
|
|
2022
Q1 | $1.29M | Buy |
12,352
+4,885
| +65% | +$511K | 0.37% | 64 |
|
|
2021
Q4 | $802K | Sell |
7,467
-6,706
| -47% | -$720K | 0.52% | 52 |
|
|
2021
Q3 | $1.52M | Buy |
14,173
+1,066
| +8% | +$115K | 0.75% | 34 |
|
|
2021
Q2 | $1.41M | Sell |
13,107
-337
| -3% | -$36.3K | 0.52% | 45 |
|
|
2021
Q1 | $1.45M | Sell |
13,444
-780
| -5% | -$84.1K | 0.56% | 47 |
|
|
2020
Q4 | $1.54M | Buy |
14,224
+4,472
| +46% | +$484K | 0.66% | 37 |
|
|
2020
Q3 | $1.05M | Buy |
9,752
+5,023
| +106% | +$543K | 0.56% | 43 |
|
|
2020
Q2 | $510K | Buy |
4,729
+1,704
| +56% | +$184K | 0.45% | 32 |
|
|
2020
Q1 | $322K | Sell |
3,025
-494
| -14% | -$52.6K | 0.34% | 41 |
|
|
2019
Q4 | $376K | Buy |
+3,519
| New | +$376K | 0.36% | 46 |
|