Centurion 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 | $383K | Sell |
3,605
-294
| -8% | -$31.3K | 0.11% | 149 |
|
|
2025
Q1 | $411K | Hold |
3,899
| – | – | 0.13% | 123 |
|
|
2024
Q4 | $411K | Buy |
3,899
+22
| +0.6% | +$2.32K | 0.13% | 123 |
|
|
2024
Q3 | $412K | Buy |
+3,877
| New | +$412K | 0.13% | 117 |
|
|
2024
Q1 | $403K | Buy |
3,847
+10
| +0.3% | +$1.05K | 0.16% | 99 |
|
|
2023
Q4 | $405K | Buy |
3,837
+43
| +1% | +$4.53K | 0.17% | 97 |
|
|
2023
Q3 | $390K | Buy |
3,794
+13
| +0.3% | +$1.34K | 0.19% | 88 |
|
|
2023
Q2 | $393K | Buy |
3,781
+11
| +0.3% | +$1.14K | 0.19% | 94 |
|
|
2023
Q1 | $395K | Buy |
3,770
+1,605
| +74% | +$168K | 0.2% | 89 |
|
|
2022
Q4 | $226K | Buy |
+2,165
| New | +$226K | 0.13% | 133 |
|