Aletheian Wealth Advisors’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 | $842K | Buy |
7,922
+60
| +0.8% | +$6.38K | 0.41% | 44 |
|
|
2025
Q1 | $830K | Buy |
7,862
+871
| +12% | +$92K | 0.47% | 44 |
|
|
2024
Q4 | $737K | Buy |
6,991
+2,036
| +41% | +$215K | 0.44% | 45 |
|
|
2024
Q3 | $526K | Buy |
4,955
+20
| +0.4% | +$2.12K | 0.31% | 51 |
|
|
2024
Q2 | $516K | Buy |
4,935
+25
| +0.5% | +$2.61K | 0.27% | 63 |
|
|
2024
Q1 | $514K | Buy |
4,910
+660
| +16% | +$69.1K | 0.28% | 62 |
|
|
2023
Q4 | $448K | Buy |
4,250
+398
| +10% | +$42K | 0.3% | 63 |
|
|
2023
Q3 | $396K | Sell |
3,852
-2,014
| -34% | -$207K | 0.3% | 64 |
|
|
2023
Q2 | $610K | Buy |
5,866
+8
| +0.1% | +$832 | 0.42% | 61 |
|
|
2023
Q1 | $613K | Buy |
5,858
+851
| +17% | +$89.1K | 0.54% | 34 |
|
|
2022
Q4 | $522K | Sell |
5,007
-72
| -1% | -$7.51K | 0.45% | 50 |
|
|
2022
Q3 | $521K | Sell |
5,079
-158
| -3% | -$16.2K | 0.59% | 34 |
|
|
2022
Q2 | $548K | Buy |
5,237
+295
| +6% | +$30.9K | 0.56% | 33 |
|
|
2022
Q1 | $517K | Sell |
4,942
-211
| -4% | -$22.1K | 0.49% | 37 |
|
|
2021
Q4 | $553K | Buy |
+5,153
| New | +$553K | 0.54% | 35 |
|