Boltwood Capital 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 | $1.14M | Sell |
10,735
-665
| -6% | -$70.7K | 0.32% | 71 |
|
|
2025
Q1 | $1.2M | Sell |
11,400
-2,680
| -19% | -$283K | 0.37% | 69 |
|
|
2024
Q4 | $1.49M | Sell |
14,080
-375
| -3% | -$39.6K | 0.45% | 62 |
|
|
2024
Q3 | $1.53M | Sell |
14,455
-2,383
| -14% | -$253K | 0.45% | 60 |
|
|
2024
Q2 | $1.76M | Buy |
16,838
+1,478
| +10% | +$155K | 0.55% | 52 |
|
|
2024
Q1 | $1.61M | Sell |
15,360
-2,100
| -12% | -$220K | 0.5% | 57 |
|
|
2023
Q4 | $1.84M | Sell |
17,460
-1,070
| -6% | -$113K | 0.61% | 45 |
|
|
2023
Q3 | $1.91M | Buy |
18,530
+1,007
| +6% | +$104K | 0.71% | 41 |
|
|
2023
Q2 | $1.82M | Buy |
17,523
+1,800
| +11% | +$187K | 0.66% | 42 |
|
|
2023
Q1 | $1.65M | Buy |
15,723
+930
| +6% | +$97.4K | 0.62% | 45 |
|
|
2022
Q4 | $1.54M | Buy |
14,793
+115
| +0.8% | +$12K | 0.63% | 42 |
|
|
2022
Q3 | $1.51M | Sell |
14,678
-3,460
| -19% | -$355K | 0.69% | 43 |
|
|
2022
Q2 | $1.9M | Buy |
18,138
+4,860
| +37% | +$509K | 0.82% | 39 |
|
|
2022
Q1 | $1.39M | Buy |
13,278
+950
| +8% | +$99.4K | 0.54% | 59 |
|
|
2021
Q4 | $1.32M | Buy |
12,328
+4,600
| +60% | +$494K | 0.49% | 65 |
|
|
2021
Q3 | $831K | Buy |
7,728
+2,350
| +44% | +$253K | 0.34% | 90 |
|
|
2021
Q2 | $580K | Buy |
5,378
+850
| +19% | +$91.7K | 0.24% | 103 |
|
|
2021
Q1 | $488K | Buy |
4,528
+600
| +15% | +$64.7K | 0.22% | 104 |
|
|
2020
Q4 | $425K | Buy |
3,928
+650
| +20% | +$70.3K | 0.21% | 109 |
|
|
2020
Q3 | $354K | Buy |
3,278
+5
| +0.2% | +$540 | 0.2% | 109 |
|
|
2020
Q2 | $353K | Hold |
3,273
| – | – | 0.21% | 105 |
|
|
2020
Q1 | $348K | Hold |
3,273
| – | – | 0.25% | 101 |
|
|
2019
Q4 | $349K | Hold |
3,273
| – | – | 0.2% | 115 |
|
|
2019
Q3 | $349K | Hold |
3,273
| – | – | 0.22% | 108 |
|
|
2019
Q2 | $349K | Sell |
3,273
-100
| -3% | -$10.7K | 0.22% | 106 |
|
|
2019
Q1 | $358K | Sell |
3,373
-100
| -3% | -$10.6K | 0.23% | 101 |
|
|
2018
Q4 | $366K | Hold |
3,473
| – | – | 0.25% | 98 |
|
|
2018
Q3 | $363K | Hold |
3,473
| – | – | 0.22% | 109 |
|
|
2018
Q2 | $364K | Hold |
3,473
| – | – | 0.24% | 106 |
|
|
2018
Q1 | $364K | Sell |
3,473
-1,200
| -26% | -$126K | 0.25% | 104 |
|
|
2017
Q4 | $490K | Buy |
4,673
+1,275
| +38% | +$134K | 0.3% | 94 |
|
|
2017
Q3 | $360K | Hold |
3,398
| – | – | 0.23% | 102 |
|
|
2017
Q2 | $359K | Buy |
3,398
+200
| +6% | +$21.1K | 0.24% | 102 |
|
|
2017
Q1 | $337K | Buy |
3,198
+645
| +25% | +$68K | 0.24% | 98 |
|
|
2016
Q4 | $268K | Hold |
2,553
| – | – | 0.2% | 100 |
|
|
2016
Q3 | $270K | Hold |
2,553
| – | – | 0.22% | 97 |
|
|
2016
Q2 | $271K | Hold |
2,553
| – | – | 0.23% | 94 |
|
|
2016
Q1 | $271K | Hold |
2,553
| – | – | 0.24% | 92 |
|
|
2015
Q4 | $270K | Buy |
+2,553
| New | +$270K | 0.25% | 89 |
|