Delap Wealth Advisory’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 | $420K | Hold |
3,950
| – | – | 0.2% | 50 |
|
|
2025
Q1 | $417K | Buy |
3,950
+142
| +4% | +$15K | 0.23% | 49 |
|
|
2024
Q4 | $402K | Buy |
3,808
+71
| +2% | +$7.49K | 0.24% | 46 |
|
|
2024
Q3 | $397K | Hold |
3,737
| – | – | 0.25% | 39 |
|
|
2024
Q2 | $391K | Buy |
3,737
+172
| +5% | +$18K | 0.18% | 62 |
|
|
2024
Q1 | $373K | Sell |
3,565
-3,565
| -50% | -$373K | 0.15% | 113 |
|
|
2023
Q4 | $752K | Buy |
7,130
+3,565
| +100% | +$376K | 0.34% | 37 |
|
|
2023
Q3 | $367K | Hold |
3,565
| – | – | 0.35% | 34 |
|
|
2023
Q2 | $371K | Sell |
3,565
-3,528
| -50% | -$367K | 0.36% | 32 |
|
|
2023
Q1 | $742K | Sell |
7,093
-100
| -1% | -$10.5K | 0.76% | 23 |
|
|
2022
Q4 | $750K | Buy |
+7,193
| New | +$750K | 0.78% | 23 |
|