WFAG
Worth Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,498
| Closed | -$261K | – | 171 |
|
|
2024
Q2 | $261K | Hold |
2,498
| – | – | 0.17% | 122 |
|
|
2024
Q1 | $262K | Hold |
2,498
| – | – | 0.18% | 119 |
|
|
2023
Q4 | $263K | Hold |
2,498
| – | – | 0.21% | 108 |
|
|
2023
Q3 | $257K | Sell |
2,498
-2,540
| -50% | -$261K | 0.23% | 101 |
|
|
2023
Q2 | $524K | Sell |
5,038
-1,200
| -19% | -$125K | 0.49% | 62 |
|
|
2023
Q1 | $653K | Buy |
6,238
+3,680
| +144% | +$385K | 0.62% | 43 |
|
|
2022
Q4 | $267K | Buy |
+2,558
| New | +$267K | 0.31% | 87 |
|