Dopkins 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 | – | Sell |
-2,011
| Closed | -$212K | – | 87 |
|
|
2025
Q1 | $212K | Sell |
2,011
-473
| -19% | -$49.9K | 0.11% | 77 |
|
|
2024
Q4 | $262K | Hold |
2,484
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $264K | Hold |
2,484
| – | – | 0.21% | 49 |
|
|
2024
Q2 | $260K | Hold |
2,484
| – | – | 0.16% | 64 |
|
|
2024
Q1 | $260K | Buy |
+2,484
| New | +$260K | 0.16% | 63 |
|