WJA
Willis Johnson & Associates’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 | $29.6M | Buy |
278,065
+5,878
| +2% | +$625K | 2.01% | 11 |
|
|
2025
Q1 | $28.7M | Buy |
272,187
+17,140
| +7% | +$1.81M | 2.18% | 11 |
|
|
2024
Q4 | $26.9M | Buy |
255,047
+2,177
| +0.9% | +$230K | 2.07% | 12 |
|
|
2024
Q3 | $26.9M | Buy |
252,870
+17,764
| +8% | +$1.89M | 2.04% | 12 |
|
|
2024
Q2 | $24.6M | Buy |
235,106
+7,870
| +3% | +$823K | 2.02% | 11 |
|
|
2024
Q1 | $23.8M | Buy |
227,236
+18,904
| +9% | +$1.98M | 2.07% | 11 |
|
|
2023
Q4 | $22M | Buy |
208,332
+128,679
| +162% | +$13.6M | 2% | 10 |
|
|
2023
Q3 | $8.19M | Buy |
79,653
+6,629
| +9% | +$682K | 0.84% | 22 |
|
|
2023
Q2 | $7.6M | Buy |
73,024
+12,420
| +20% | +$1.29M | 0.81% | 23 |
|
|
2023
Q1 | $6.34M | Buy |
60,604
+4,158
| +7% | +$435K | 0.75% | 26 |
|
|
2022
Q4 | $5.89M | Buy |
56,446
+1,988
| +4% | +$207K | 0.77% | 25 |
|
|
2022
Q3 | $5.59M | Sell |
54,458
-14,007
| -20% | -$1.44M | 0.81% | 25 |
|
|
2022
Q2 | $7.17M | Sell |
68,465
-6,744
| -9% | -$706K | 1% | 22 |
|
|
2022
Q1 | $7.87M | Buy |
75,209
+4,000
| +6% | +$418K | 1.03% | 20 |
|
|
2021
Q4 | $7.65M | Buy |
71,209
+1,895
| +3% | +$203K | 0.99% | 20 |
|
|
2021
Q3 | $7.46M | Buy |
69,314
+2,425
| +4% | +$261K | 1.04% | 21 |
|
|
2021
Q2 | $7.21M | Buy |
66,889
+5,025
| +8% | +$542K | 1.02% | 20 |
|
|
2021
Q1 | $6.67M | Buy |
61,864
+1,029
| +2% | +$111K | 1.02% | 20 |
|
|
2020
Q4 | $6.58M | Buy |
+60,835
| New | +$6.58M | 1.1% | 20 |
|