WOSD
WFA of San Diego’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1K | Buy |
+894
| New | +$95.1K | 0.07% | 143 |
|
|
2024
Q3 | $94.9K | Sell |
894
-263
| -23% | -$27.9K | 0.08% | 128 |
|
|
2024
Q2 | $121K | Buy |
+1,157
| New | +$121K | 0.11% | 112 |
|
|
2023
Q3 | $65.9K | Sell |
641
-306
| -32% | -$31.5K | 0.07% | 145 |
|
|
2023
Q2 | $98.5K | Buy |
+947
| New | +$98.5K | 0.1% | 117 |
|
|
2023
Q1 | – | Sell |
-2,203
| Closed | -$230K | – | 382 |
|
|
2022
Q4 | $230K | Buy |
2,203
+58
| +3% | +$6.05K | 0.18% | 87 |
|
|
2022
Q3 | $220K | Buy |
+2,145
| New | +$220K | 0.2% | 86 |
|