Westover Capital 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 | $744K | Sell |
6,999
-508
| -7% | -$54K | 0.15% | 117 |
|
|
2025
Q1 | $793K | Sell |
7,507
-420
| -5% | -$44.4K | 0.18% | 109 |
|
|
2024
Q4 | $836K | Sell |
7,927
-78
| -1% | -$8.23K | 0.18% | 107 |
|
|
2024
Q3 | $850K | Sell |
8,005
-95
| -1% | -$10.1K | 0.16% | 106 |
|
|
2024
Q2 | $847K | Sell |
8,100
-1,499
| -16% | -$157K | 0.22% | 97 |
|
|
2024
Q1 | $1.01M | Sell |
9,599
-1,276
| -12% | -$134K | 0.29% | 80 |
|
|
2023
Q4 | $1.15M | Sell |
10,875
-180
| -2% | -$19K | 0.37% | 69 |
|
|
2023
Q3 | $1.14M | Buy |
11,055
+1,215
| +12% | +$125K | 0.41% | 55 |
|
|
2023
Q2 | $1.02M | Sell |
9,840
-67
| -0.7% | -$6.97K | 0.36% | 72 |
|
|
2023
Q1 | $1.04M | Buy |
9,907
+515
| +5% | +$53.9K | 0.38% | 67 |
|
|
2022
Q4 | $979K | Buy |
9,392
+7,152
| +319% | +$746K | 0.39% | 66 |
|
|
2022
Q3 | $230K | Buy |
2,240
+265
| +13% | +$27.2K | 0.09% | 142 |
|
|
2022
Q2 | $207K | Sell |
1,975
-10
| -0.5% | -$1.05K | 0.08% | 159 |
|
|
2022
Q1 | $208K | Sell |
1,985
-50
| -2% | -$5.24K | 0.06% | 175 |
|
|
2021
Q4 | $218K | Buy |
+2,035
| New | +$218K | 0.06% | 169 |
|