AWS
Arkfeld Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
12,162
-106
| -0.9% | -$11.3K | 0.51% | 35 |
|
|
2025
Q1 | $1.29M | Sell |
12,268
-2,625
| -18% | -$276K | 0.56% | 36 |
|
|
2024
Q4 | $1.57M | Sell |
14,893
-1,134
| -7% | -$119K | 0.72% | 27 |
|
|
2024
Q3 | $1.7M | Buy |
16,027
+78
| +0.5% | +$8.27K | 0.82% | 27 |
|
|
2024
Q2 | $1.67M | Sell |
15,949
-343
| -2% | -$35.9K | 0.85% | 25 |
|
|
2024
Q1 | $1.7M | Buy |
16,292
+16
| +0.1% | +$1.67K | 0.93% | 24 |
|
|
2023
Q4 | $1.71M | Buy |
16,276
+3,783
| +30% | +$398K | 1.12% | 20 |
|
|
2023
Q3 | $1.29M | Sell |
12,493
-63
| -0.5% | -$6.48K | 0.93% | 21 |
|
|
2023
Q2 | $1.31M | Sell |
12,556
-3,917
| -24% | -$408K | 0.95% | 21 |
|
|
2023
Q1 | $1.73M | Sell |
16,473
-1,823
| -10% | -$191K | 1.23% | 21 |
|
|
2022
Q4 | $1.92M | Sell |
18,296
-1,189
| -6% | -$125K | 1.26% | 22 |
|
|
2022
Q3 | $2.01M | Sell |
19,485
-1,250
| -6% | -$129K | 1.39% | 22 |
|
|
2022
Q2 | $2.17M | Buy |
20,735
+1,950
| +10% | +$204K | 1.42% | 22 |
|
|
2022
Q1 | $1.95M | Buy |
18,785
+5,500
| +41% | +$570K | 1.26% | 21 |
|
|
2021
Q4 | $1.42M | Buy |
13,285
+4,935
| +59% | +$527K | 0.86% | 25 |
|
|
2021
Q3 | $897K | Sell |
8,350
-2,400
| -22% | -$258K | 0.54% | 35 |
|
|
2021
Q2 | $1.16M | Buy |
10,750
+3,300
| +44% | +$356K | 0.71% | 29 |
|
|
2021
Q1 | $803K | Buy |
7,450
+3,450
| +86% | +$372K | 0.51% | 36 |
|
|
2020
Q4 | $432K | Hold |
4,000
| – | – | 0.33% | 48 |
|
|
2020
Q3 | $432K | Sell |
4,000
-400
| -9% | -$43.2K | 0.41% | 43 |
|
|
2020
Q2 | $475K | Sell |
4,400
-6,650
| -60% | -$718K | 0.53% | 37 |
|
|
2020
Q1 | $1.18M | Sell |
11,050
-18,665
| -63% | -$1.98M | 1.57% | 21 |
|
|
2019
Q4 | $3.17M | Buy |
+29,715
| New | +$3.17M | 3.61% | 9 |
|