Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Hold |
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|
2025
Q2 | $744K | Sell |
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2025
Q1 | $793K | Sell |
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|
2024
Q4 | $836K | Sell |
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|
2024
Q3 | $850K | Sell |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $979K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $218K | Buy |
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