WAOTB
Wealth Advisors of Tampa Bay’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 | – | Sell |
-571
| Closed | -$60.3K | – | 143 |
|
|
2025
Q1 | $60.3K | Buy |
+571
| New | +$60.3K | 0.02% | 123 |
|
|
2020
Q4 | – | Sell |
-9,523
| Closed | -$1.03M | – | 75 |
|
|
2020
Q3 | $1.03M | Buy |
9,523
+5,500
| +137% | +$594K | 0.76% | 50 |
|
|
2020
Q2 | $434K | Hold |
4,023
| – | – | 0.36% | 58 |
|
|
2020
Q1 | $428K | Hold |
4,023
| – | – | 0.48% | 51 |
|
|
2019
Q4 | $430K | Hold |
4,023
| – | – | 0.4% | 54 |
|
|
2019
Q3 | $429K | Hold |
4,023
| – | – | 0.36% | 59 |
|
|
2019
Q2 | $429K | Hold |
4,023
| – | – | 0.31% | 61 |
|
|
2019
Q1 | $426K | Hold |
4,023
| – | – | 0.31% | 56 |
|
|
2018
Q4 | $424K | Hold |
4,023
| – | – | 0.34% | 53 |
|
|
2018
Q3 | $421K | Hold |
4,023
| – | – | 0.3% | 52 |
|
|
2018
Q2 | $422K | Hold |
4,023
| – | – | 0.32% | 52 |
|
|
2018
Q1 | $422K | Hold |
4,023
| – | – | 0.31% | 54 |
|
|
2017
Q4 | $422K | Buy |
+4,023
| New | +$422K | 0.29% | 57 |
|