Capasso Planning Partners’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 | $546K | Sell |
5,131
-600
| -10% | -$63.8K | 0.31% | 47 |
|
|
2025
Q1 | $605K | Buy |
5,731
+48
| +0.8% | +$5.07K | 0.25% | 63 |
|
|
2024
Q4 | $599K | Sell |
5,683
-20,665
| -78% | -$2.18M | 0.24% | 64 |
|
|
2024
Q3 | $2.8M | Buy |
26,348
+6,292
| +31% | +$668K | 0.83% | 20 |
|
|
2024
Q2 | $2.1M | Sell |
20,056
-779
| -4% | -$81.4K | 0.68% | 37 |
|
|
2024
Q1 | $2.18M | Sell |
20,835
-3,880
| -16% | -$406K | 0.9% | 21 |
|
|
2023
Q4 | $2.61M | Sell |
24,715
-4,608
| -16% | -$486K | 1.22% | 20 |
|
|
2023
Q3 | $3.02M | Sell |
29,323
-5,669
| -16% | -$583K | 1.61% | 16 |
|
|
2023
Q2 | $3.64M | Buy |
34,992
+725
| +2% | +$75.4K | 1.96% | 13 |
|
|
2023
Q1 | $3.59M | Sell |
34,267
-787
| -2% | -$82.4K | 2.1% | 13 |
|
|
2022
Q4 | $3.66M | Buy |
35,054
+5,890
| +20% | +$614K | 2.33% | 13 |
|
|
2022
Q3 | $2.99M | Buy |
29,164
+5,212
| +22% | +$535K | 2.09% | 15 |
|
|
2022
Q2 | $2.51M | Buy |
23,952
+4,666
| +24% | +$488K | 1.78% | 18 |
|
|
2022
Q1 | $2.02M | Buy |
19,286
+6,212
| +48% | +$650K | 1.42% | 17 |
|
|
2021
Q4 | $1.4M | Buy |
+13,074
| New | +$1.4M | 1.03% | 27 |
|