West Michigan Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
3,155
-21
| -0.7% | -$2.23K | 0.09% | 154 |
|
|
2025
Q1 | $335K | Buy |
3,176
+793
| +33% | +$83.7K | 0.11% | 140 |
|
|
2024
Q4 | $251K | Buy |
+2,383
| New | +$251K | 0.08% | 194 |
|
|
2023
Q4 | – | Sell |
-2,326
| Closed | -$239K | – | 165 |
|
|
2023
Q3 | $239K | Buy |
2,326
+221
| +10% | +$22.7K | 0.13% | 124 |
|
|
2023
Q2 | $219K | Buy |
2,105
+157
| +8% | +$16.3K | 0.09% | 197 |
|
|
2023
Q1 | $204K | Buy |
+1,948
| New | +$204K | 0.12% | 143 |
|
|
2022
Q4 | – | Sell |
-2,351
| Closed | -$242K | – | 128 |
|
|
2022
Q3 | $242K | Buy |
2,351
+139
| +6% | +$14.3K | 0.21% | 89 |
|
|
2022
Q2 | $232K | Buy |
+2,212
| New | +$232K | 0.2% | 94 |
|