Wealth Enhancement Advisory Services’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 | $25.8M | Buy |
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2025
Q2 | $24.6M | Sell |
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2025
Q1 | $30.7M | Sell |
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|
2024
Q4 | $36M | Buy |
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|
2024
Q3 | $27.7M | Buy |
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|
2024
Q2 | $26.4M | Sell |
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2024
Q1 | $27.6M | Buy |
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|
2023
Q4 | $27.5M | Sell |
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|
2023
Q3 | $33.6M | Buy |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $333K | Buy |
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