Beaird Harris 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 | $1.9M | Sell |
17,914
-1,334
| -7% | -$142K | 0.15% | 56 |
|
|
2025
Q1 | $2.03M | Sell |
19,248
-1,550
| -7% | -$164K | 0.17% | 49 |
|
|
2024
Q4 | $2.19M | Sell |
20,798
-81
| -0.4% | -$8.54K | 0.19% | 48 |
|
|
2024
Q3 | $2.22M | Buy |
20,879
+548
| +3% | +$58.2K | 0.19% | 46 |
|
|
2024
Q2 | $2.13M | Sell |
20,331
-1,589
| -7% | -$166K | 0.2% | 47 |
|
|
2024
Q1 | $2.3M | Sell |
21,920
-2,045
| -9% | -$214K | 0.22% | 43 |
|
|
2023
Q4 | $2.53M | Sell |
23,965
-6,740
| -22% | -$711K | 0.27% | 39 |
|
|
2023
Q3 | $3.16M | Buy |
30,705
+4,231
| +16% | +$435K | 0.38% | 33 |
|
|
2023
Q2 | $2.75M | Buy |
26,474
+9,533
| +56% | +$992K | 0.33% | 33 |
|
|
2023
Q1 | $1.77M | Buy |
16,941
+14,504
| +595% | +$1.52M | 0.32% | 33 |
|
|
2022
Q4 | $254K | Buy |
+2,437
| New | +$254K | 0.05% | 78 |
|