Brown 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 | $13.4M | Sell |
125,984
-32,932
| -21% | -$3.5M | 4.16% | 6 |
|
|
2025
Q1 | $16.8M | Buy |
158,916
+43,035
| +37% | +$4.54M | 5.77% | 4 |
|
|
2024
Q4 | $12.2M | Buy |
115,881
+2,202
| +2% | +$232K | 4.33% | 8 |
|
|
2024
Q3 | $12.1M | Sell |
113,679
-16,954
| -13% | -$1.8M | 4.36% | 7 |
|
|
2024
Q2 | $13.7M | Buy |
130,633
+5,658
| +5% | +$592K | 5.5% | 6 |
|
|
2024
Q1 | $13.1M | Buy |
124,975
+7,393
| +6% | +$774K | 5.41% | 6 |
|
|
2023
Q4 | $12.4M | Buy |
117,582
+43,661
| +59% | +$4.6M | 5.49% | 4 |
|
|
2023
Q3 | $7.6M | Sell |
73,921
-7,166
| -9% | -$737K | 3.62% | 8 |
|
|
2023
Q2 | $8.44M | Buy |
+81,087
| New | +$8.44M | 4.36% | 4 |
|