West Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $152K | Sell |
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|
2023
Q3 | $978K | Sell |
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|
2023
Q2 | $12.7M | Sell |
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|
2023
Q1 | $13.7M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $22.8M | Buy |
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|
2022
Q1 | $19.5M | Sell |
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|
2021
Q4 | $20.4M | Buy |
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|
2021
Q3 | $11.4M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $7.05M | Buy |
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|
2020
Q4 | $4.51M | Buy |
|