BIP Wealth’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 | $4.15M | Buy |
39,004
+12,950
| +50% | +$1.38M | 0.26% | 51 |
|
|
2025
Q1 | $2.75M | Buy |
26,054
+5,403
| +26% | +$571K | 0.18% | 60 |
|
|
2024
Q4 | $2.18M | Buy |
20,651
+621
| +3% | +$65.5K | 0.15% | 60 |
|
|
2024
Q3 | $2.13M | Buy |
20,030
+6,064
| +43% | +$644K | 0.14% | 60 |
|
|
2024
Q2 | $1.46M | Sell |
13,966
-2,989
| -18% | -$313K | 0.12% | 64 |
|
|
2024
Q1 | $1.78M | Sell |
16,955
-946
| -5% | -$99.1K | 0.13% | 63 |
|
|
2023
Q4 | $1.89M | Sell |
17,901
-5,291
| -23% | -$558K | 0.15% | 58 |
|
|
2023
Q3 | $2.39M | Sell |
23,192
-1,152
| -5% | -$118K | 0.22% | 49 |
|
|
2023
Q2 | $2.53M | Sell |
24,344
-1,826
| -7% | -$190K | 0.21% | 49 |
|
|
2023
Q1 | $2.74M | Buy |
+26,170
| New | +$2.74M | 0.3% | 49 |
|