Global Wealth Management Investment 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 | $225K | Buy |
2,112
+45
| +2% | +$4.79K | 0.04% | 138 |
|
|
2025
Q1 | $218K | Hold |
2,067
| – | – | 0.04% | 134 |
|
|
2024
Q4 | $218K | Buy |
+2,067
| New | +$218K | 0.04% | 133 |
|
|
2024
Q1 | – | Sell |
-3,231
| Closed | -$341K | – | 395 |
|
|
2023
Q4 | $341K | Hold |
3,231
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $332K | Hold |
3,231
| – | – | 0.09% | 124 |
|
|
2023
Q2 | $336K | Buy |
3,231
+8
| +0.2% | +$832 | 0.09% | 124 |
|
|
2023
Q1 | $337K | Hold |
3,223
| – | – | 0.1% | 119 |
|
|
2022
Q4 | $336K | Buy |
3,223
+181
| +6% | +$18.9K | 0.11% | 113 |
|
|
2022
Q3 | $312K | Hold |
3,042
| – | – | 0.11% | 116 |
|
|
2022
Q2 | $318K | Buy |
3,042
+59
| +2% | +$6.17K | 0.11% | 120 |
|
|
2022
Q1 | $312K | Buy |
2,983
+60
| +2% | +$6.28K | 0.09% | 125 |
|
|
2021
Q4 | $314K | Hold |
2,923
| – | – | 0.09% | 119 |
|
|
2021
Q3 | $314K | Buy |
2,923
+138
| +5% | +$14.8K | 0.1% | 113 |
|
|
2021
Q2 | $300K | Hold |
2,785
| – | – | 0.1% | 110 |
|
|
2021
Q1 | $300K | Buy |
2,785
+1,313
| +89% | +$141K | 0.11% | 108 |
|
|
2020
Q4 | $159K | Hold |
1,472
| – | – | 0.06% | 116 |
|
|
2020
Q3 | $159K | Buy |
+1,472
| New | +$159K | 0.07% | 112 |
|