Wealthspire Advisors (New York)’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 | $10.2M | Sell |
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|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $6.83M | Buy |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $4.41M | Buy |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $968K | Buy |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $635K | Buy |
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|
2020
Q4 | $329K | Buy |
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