Certus 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 | $1.14M | Hold |
10,738
| – | – | 0.74% | 32 |
|
|
2025
Q1 | $1.13M | Buy |
10,738
+15
| +0.1% | +$1.58K | 0.77% | 31 |
|
|
2024
Q4 | $1.14M | Sell |
10,723
-1,284
| -11% | -$136K | 0.76% | 29 |
|
|
2024
Q3 | $1.28M | Sell |
12,007
-1,145
| -9% | -$122K | 0.89% | 23 |
|
|
2024
Q2 | $1.38M | Sell |
13,152
-6,173
| -32% | -$645K | 1.04% | 23 |
|
|
2024
Q1 | $2.02M | Buy |
19,325
+6,029
| +45% | +$630K | 1.61% | 18 |
|
|
2023
Q4 | $1.4M | Buy |
13,296
+2,517
| +23% | +$265K | 1.19% | 21 |
|
|
2023
Q3 | $1.11M | Buy |
10,779
+3,390
| +46% | +$349K | 1.06% | 24 |
|
|
2023
Q2 | $769K | Buy |
+7,389
| New | +$769K | 0.76% | 35 |
|