Elevate 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 | $501K | Sell |
4,710
-90
| -2% | -$9.57K | 0.36% | 44 |
|
|
2025
Q1 | $507K | Buy |
4,800
+606
| +14% | +$64K | 0.36% | 46 |
|
|
2024
Q4 | $442K | Buy |
4,194
+353
| +9% | +$37.2K | 0.33% | 45 |
|
|
2024
Q3 | $408K | Sell |
3,841
-113
| -3% | -$12K | 0.3% | 44 |
|
|
2024
Q2 | $413K | Buy |
3,954
+2,125
| +116% | +$222K | 0.34% | 42 |
|
|
2024
Q1 | $192K | Sell |
1,829
-117
| -6% | -$12.3K | 0.17% | 60 |
|
|
2023
Q4 | $205K | Buy |
+1,946
| New | +$205K | 0.19% | 60 |
|