Apollon 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 | $332K | Buy |
+3,126
| New | +$332K | 0.01% | 974 |
|
2024
Q2 | – | Sell |
-2,132
| Closed | -$223K | – | 1162 |
|
2024
Q1 | $223K | Sell |
2,132
-382
| -15% | -$40K | 0.01% | 996 |
|
2023
Q4 | $265K | Sell |
2,514
-475
| -16% | -$50.1K | 0.01% | 890 |
|
2023
Q3 | $307K | Sell |
2,989
-419
| -12% | -$43.1K | 0.02% | 690 |
|
2023
Q2 | $355K | Buy |
3,408
+940
| +38% | +$97.8K | 0.02% | 697 |
|
2023
Q1 | $258K | Sell |
2,468
-720
| -23% | -$75.4K | 0.02% | 726 |
|
2022
Q4 | $332K | Buy |
3,188
+1,129
| +55% | +$118K | 0.02% | 636 |
|
2022
Q3 | $211K | Buy |
+2,059
| New | +$211K | 0.02% | 712 |
|