West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $397K | Hold |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $795K | Hold |
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|
2020
Q1 | $783K | Sell |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $1.71M | Buy |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.23M | Hold |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $730K | Hold |
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|
2016
Q3 | $736K | Sell |
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|
2016
Q2 | $781K | Hold |
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|
2016
Q1 | $780K | Sell |
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|
2015
Q4 | $1.01M | Hold |
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|
2015
Q3 | $1.01M | Hold |
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|
2015
Q2 | $1.01M | Hold |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $636K | Buy |
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|
2014
Q3 | $598K | Hold |
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|
2014
Q2 | $599K | Buy |
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|
2014
Q1 | $538K | Buy |
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|
2013
Q4 | $360K | Buy |
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