Gen-Wealth Partners’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 | $93.7K | Buy |
881
+144
| +20% | +$15.3K | 0.04% | 291 |
|
|
2025
Q1 | $77.9K | Buy |
737
+157
| +27% | +$16.6K | 0.03% | 299 |
|
|
2024
Q4 | $61.2K | Sell |
580
-50
| -8% | -$5.28K | 0.03% | 350 |
|
|
2024
Q3 | $66.5K | Sell |
630
-30
| -5% | -$3.17K | 0.03% | 357 |
|
|
2024
Q2 | $69K | Hold |
660
| – | – | 0.03% | 341 |
|
|
2024
Q1 | $69.1K | Buy |
+660
| New | +$69.1K | 0.03% | 347 |
|