Fonville 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 | $2.89M | Sell |
27,211
-1,308
| -5% | -$139K | 0.73% | 34 |
|
|
2025
Q1 | $3.01M | Sell |
28,519
-3,262
| -10% | -$344K | 0.89% | 31 |
|
|
2024
Q4 | $3.35M | Hold |
31,781
| – | – | 1.11% | 30 |
|
|
2024
Q3 | $3.37M | Sell |
31,781
-2,013
| -6% | -$214K | 1.17% | 29 |
|
|
2024
Q2 | $3.53M | Sell |
33,794
-349
| -1% | -$36.5K | 1.4% | 26 |
|
|
2024
Q1 | $3.58M | Buy |
34,143
+7,438
| +28% | +$779K | 1.58% | 24 |
|
|
2023
Q4 | $2.82M | Buy |
+26,705
| New | +$2.82M | 1.49% | 22 |
|