Angeles 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 | $5.43M | Buy |
51,101
+22,827
| +81% | +$2.43M | 0.37% | 31 |
|
|
2025
Q1 | $2.99M | Buy |
28,274
+3,223
| +13% | +$340K | 0.25% | 43 |
|
|
2024
Q4 | $2.64M | Buy |
25,051
+651
| +3% | +$68.7K | 0.22% | 44 |
|
|
2024
Q3 | $2.59M | Sell |
24,400
-490,794
| -95% | -$52.1M | 0.22% | 41 |
|
|
2024
Q2 | $53.9M | Buy |
515,194
+2,205
| +0.4% | +$231K | 5.06% | 6 |
|
|
2024
Q1 | $53.7M | Buy |
512,989
+32,880
| +7% | +$3.44M | 5.37% | 6 |
|
|
2023
Q4 | $50.6M | Buy |
480,109
+62,471
| +15% | +$6.59M | 6.17% | 6 |
|
|
2023
Q3 | $43M | Sell |
417,638
-3,209
| -0.8% | -$330K | 6.07% | 6 |
|
|
2023
Q2 | $43.8M | Buy |
420,847
+8,117
| +2% | +$844K | 5.97% | 5 |
|
|
2023
Q1 | $43.2M | Buy |
412,730
+48,760
| +13% | +$5.1M | 6.43% | 4 |
|
|
2022
Q4 | $38M | Buy |
363,970
+16,810
| +5% | +$1.75M | 6.64% | 3 |
|
|
2022
Q3 | $35.6M | Buy |
347,160
+119,190
| +52% | +$12.2M | 7.06% | 4 |
|
|
2022
Q2 | $23.9M | Buy |
+227,970
| New | +$23.9M | 4.77% | 5 |
|