WAS
Wealth Advisory Solutions’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 | $234K | Buy |
+2,202
| New | +$234K | 0.06% | 129 |
|
|
2023
Q4 | – | Sell |
-19,107
| Closed | -$1.97M | – | 110 |
|
|
2023
Q3 | $1.97M | Sell |
19,107
-13,942
| -42% | -$1.43M | 0.39% | 50 |
|
|
2023
Q2 | $3.44M | Sell |
33,049
-5,218
| -14% | -$543K | 0.92% | 34 |
|
|
2023
Q1 | $4.01M | Sell |
38,267
-28,933
| -43% | -$3.03M | 1.06% | 28 |
|
|
2022
Q4 | $7.01M | Buy |
67,200
+24,165
| +56% | +$2.52M | 1.88% | 15 |
|
|
2022
Q3 | $4.42M | Sell |
43,035
-191
| -0.4% | -$19.6K | 1.22% | 21 |
|
|
2022
Q2 | $4.52M | Sell |
43,226
-14,283
| -25% | -$1.49M | 1.11% | 25 |
|
|
2022
Q1 | $6.02M | Buy |
+57,509
| New | +$6.02M | 1.25% | 23 |
|
|
2021
Q3 | $5.44M | Buy |
50,529
+47,279
| +1,455% | +$5.09M | 1.21% | 22 |
|
|
2021
Q2 | $350K | Buy |
+3,250
| New | +$350K | 0.08% | 119 |
|