BCGM 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 | $439K | Sell |
4,126
-207
| -5% | -$22K | 0.12% | 111 |
|
|
2025
Q1 | $458K | Sell |
4,333
-265
| -6% | -$28K | 0.14% | 102 |
|
|
2024
Q4 | $485K | Buy |
4,598
+238
| +5% | +$25.1K | 0.15% | 98 |
|
|
2024
Q3 | $463K | Sell |
4,360
-23
| -0.5% | -$2.44K | 0.15% | 98 |
|
|
2024
Q2 | $458K | Sell |
4,383
-478
| -10% | -$50K | 0.16% | 98 |
|
|
2024
Q1 | $509K | Buy |
4,861
+9
| +0.2% | +$943 | 0.18% | 89 |
|
|
2023
Q4 | $512K | Buy |
4,852
+16
| +0.3% | +$1.69K | 0.21% | 77 |
|
|
2023
Q3 | $497K | Sell |
4,836
-737
| -13% | -$75.8K | 0.23% | 69 |
|
|
2023
Q2 | $580K | Buy |
5,573
+1,851
| +50% | +$193K | 0.26% | 66 |
|
|
2023
Q1 | $390K | Sell |
3,722
-3,451
| -48% | -$361K | 0.2% | 76 |
|
|
2022
Q4 | $748K | Buy |
7,173
+761
| +12% | +$79.3K | 0.36% | 60 |
|
|
2022
Q3 | $658K | Sell |
6,412
-2,411
| -27% | -$247K | 0.33% | 60 |
|
|
2022
Q2 | $930K | Buy |
8,823
+648
| +8% | +$68.3K | 0.47% | 48 |
|
|
2022
Q1 | $848K | Sell |
8,175
-360
| -4% | -$37.3K | 0.46% | 51 |
|
|
2021
Q4 | $916K | Buy |
8,535
+35
| +0.4% | +$3.76K | 0.49% | 49 |
|
|
2021
Q3 | $913K | Sell |
8,500
-146
| -2% | -$15.7K | 0.51% | 50 |
|
|
2021
Q2 | $934K | Sell |
8,646
-34
| -0.4% | -$3.67K | 0.55% | 41 |
|
|
2021
Q1 | $937K | Sell |
8,680
-34
| -0.4% | -$3.67K | 0.64% | 36 |
|
|
2020
Q4 | $942K | Buy |
+8,714
| New | +$942K | 0.67% | 29 |
|