WBH Advisory’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 | $550K | Buy |
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|
2025
Q2 | $543K | Buy |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232 | Buy |
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