WFAG
Wescott Financial Advisory Group’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 | $1.48M | Sell |
13,935
-1,343
| -9% | -$143K | 0.14% | 72 |
|
|
2025
Q1 | $1.61M | Sell |
15,278
-1,977
| -11% | -$209K | 0.17% | 62 |
|
|
2024
Q4 | $1.82M | Sell |
17,255
-234
| -1% | -$24.7K | 0.19% | 57 |
|
|
2024
Q3 | $1.86M | Buy |
17,489
+85
| +0.5% | +$9.03K | 0.2% | 59 |
|
|
2024
Q2 | $1.82M | Sell |
17,404
-415
| -2% | -$43.4K | 0.21% | 58 |
|
|
2024
Q1 | $1.87M | Buy |
17,819
+55
| +0.3% | +$5.76K | 0.23% | 51 |
|
|
2023
Q4 | $1.87M | Sell |
17,764
-5,588
| -24% | -$589K | 0.26% | 51 |
|
|
2023
Q3 | $2.4M | Sell |
23,352
-16,125
| -41% | -$1.66M | 0.44% | 43 |
|
|
2023
Q2 | $4.11M | Sell |
39,477
-18,066
| -31% | -$1.88M | 0.73% | 28 |
|
|
2023
Q1 | $6.02M | Sell |
57,543
-4,950
| -8% | -$518K | 1.31% | 17 |
|
|
2022
Q4 | $6.52M | Buy |
62,493
+36,780
| +143% | +$3.84M | 1.41% | 16 |
|
|
2022
Q3 | $2.64M | Buy |
25,713
+2,395
| +10% | +$246K | 0.74% | 28 |
|
|
2022
Q2 | $2.44M | Buy |
23,318
+14,670
| +170% | +$1.54M | 0.66% | 31 |
|
|
2022
Q1 | $905K | Buy |
+8,648
| New | +$905K | 0.23% | 58 |
|