Abundance Wealth Counselors’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 | $13.1M | Sell |
123,539
-382
| -0.3% | -$40.6K | 2.46% | 6 |
|
|
2025
Q1 | $13.1M | Buy |
123,921
+2,420
| +2% | +$256K | 2.74% | 7 |
|
|
2024
Q4 | $12.8M | Buy |
121,501
+18,721
| +18% | +$1.97M | 2.79% | 7 |
|
|
2024
Q3 | $10.9M | Buy |
+102,780
| New | +$10.9M | 2.26% | 9 |
|
|
2024
Q2 | – | Sell |
-66,965
| Closed | -$7.01M | – | 136 |
|
|
2024
Q1 | $7.01M | Buy |
66,965
+3,693
| +6% | +$387K | 1.61% | 11 |
|
|
2023
Q4 | $6.67M | Buy |
63,272
+2,512
| +4% | +$265K | 1.73% | 11 |
|
|
2023
Q3 | $6.25M | Buy |
+60,760
| New | +$6.25M | 1.79% | 10 |
|
|
2023
Q1 | – | Sell |
-2,058
| Closed | -$215K | – | 157 |
|
|
2022
Q4 | $215K | Buy |
+2,058
| New | +$215K | 0.06% | 134 |
|