Accurate Wealth Management’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 | $535K | Sell |
5,028
-44
| -0.9% | -$4.68K | 0.08% | 251 |
|
|
2025
Q1 | $532K | Sell |
5,072
-279
| -5% | -$29.3K | 0.1% | 198 |
|
|
2024
Q4 | $564K | Buy |
5,351
+279
| +6% | +$29.4K | 0.11% | 187 |
|
|
2024
Q3 | $537K | Buy |
5,072
+2,469
| +95% | +$261K | 0.11% | 181 |
|
|
2024
Q2 | $273K | Sell |
2,603
-2
| -0.1% | -$210 | 0.07% | 247 |
|
|
2024
Q1 | $272K | Buy |
2,605
+99
| +4% | +$10.4K | 0.08% | 231 |
|
|
2023
Q4 | $263K | Sell |
2,506
-101
| -4% | -$10.6K | 0.08% | 222 |
|
|
2023
Q3 | $269K | Buy |
+2,607
| New | +$269K | 0.08% | 202 |
|
|
2023
Q1 | – | Sell |
-1,080
| Closed | -$113K | – | 1296 |
|
|
2022
Q4 | $113K | Buy |
+1,080
| New | +$113K | 0.04% | 289 |
|