Carson Wealth (CWM LLC)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.81M | Sell |
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|
2025
Q2 | $4.81M | Buy |
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|
2025
Q1 | $4.12M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.57M | Buy |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $166K | Hold |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $166K | Hold |
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|
2020
Q1 | $166K | Hold |
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|
2019
Q4 | $166K | Hold |
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|
2019
Q3 | $166K | Hold |
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|
2019
Q2 | $166K | Hold |
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|
2019
Q1 | $166K | Buy |
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|
2018
Q4 | $109K | Sell |
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|
2018
Q3 | $115K | Buy |
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|
2018
Q2 | $76K | Sell |
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|
2018
Q1 | $84K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Buy |
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