Wescott Financial Advisory Group’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
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $2.4M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $6.02M | Sell |
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|
2022
Q4 | $6.52M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $905K | Buy |
|