Focus Partners Wealth’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 | $55.1M | Buy |
518,520
+6,233
| +1% | +$663K | 0.12% | 174 |
|
|
2025
Q1 | $54.1M | Buy |
512,287
+174,097
| +51% | +$18.4M | 0.14% | 157 |
|
|
2024
Q4 | $35.7M | Buy |
338,190
+107,274
| +46% | +$11.3M | 0.09% | 210 |
|
|
2024
Q3 | $24.5M | Buy |
230,916
+31,660
| +16% | +$3.36M | 0.08% | 252 |
|
|
2024
Q2 | $20.9M | Buy |
199,256
+143,948
| +260% | +$15.1M | 0.07% | 238 |
|
|
2024
Q1 | $5.79M | Buy |
55,308
+2,276
| +4% | +$238K | 0.05% | 299 |
|
|
2023
Q4 | $5.59M | Buy |
+53,032
| New | +$5.59M | 0.07% | 220 |
|