Financial Network 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
Q1 | $1.62M | Hold |
15,362
| – | – | 0.57% | 35 |
|
2024
Q4 | $1.62M | Hold |
15,362
| – | – | 0.58% | 33 |
|
2024
Q3 | $1.63M | Hold |
15,362
| – | – | 0.58% | 32 |
|
2024
Q2 | $1.61M | Hold |
15,362
| – | – | 0.61% | 29 |
|
2024
Q1 | $1.61M | Sell |
15,362
-1,343
| -8% | -$141K | 0.76% | 29 |
|
2023
Q4 | $1.76M | Sell |
16,705
-4,263
| -20% | -$449K | 0.76% | 27 |
|
2023
Q3 | $2.16M | Sell |
20,968
-126
| -0.6% | -$13K | 1.05% | 21 |
|
2023
Q2 | $2.19M | Hold |
21,094
| – | – | 1.01% | 23 |
|
2023
Q1 | $2.21M | Hold |
21,094
| – | – | 1.09% | 21 |
|
2022
Q4 | $2.2M | Buy |
+21,094
| New | +$2.2M | 1.19% | 22 |
|