Waverly 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
Q3 | $5.42M | Sell |
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|
2025
Q2 | $5.45M | Sell |
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|
2025
Q1 | $5.45M | Sell |
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|
2024
Q4 | $5.64M | Buy |
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|
2024
Q3 | $5.51M | Buy |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $5.42M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $338K | Buy |
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