Alaethes Wealth’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 | $10.3M | Hold |
96,628
| – | – | 3.07% | 7 |
|
|
2025
Q1 | $10.2M | Buy |
96,628
+1,645
| +2% | +$174K | 3.74% | 4 |
|
|
2024
Q4 | $10M | Hold |
94,983
| – | – | 3.58% | 5 |
|
|
2024
Q3 | $10.1M | Buy |
94,983
+39,993
| +73% | +$4.25M | 3.72% | 4 |
|
|
2024
Q2 | $5.75M | Buy |
54,990
+7,690
| +16% | +$804K | 2.38% | 8 |
|
|
2024
Q1 | $4.95M | Buy |
47,300
+2,400
| +5% | +$251K | 2.16% | 8 |
|
|
2023
Q4 | $4.73M | Sell |
44,900
-1,345
| -3% | -$142K | 2.24% | 6 |
|
|
2023
Q3 | $4.76M | Buy |
+46,245
| New | +$4.76M | 2.61% | 5 |
|