Godshalk Welsh Capital 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 | $1.45M | Sell |
13,625
-300
| -2% | -$31.9K | 0.89% | 33 |
|
|
2025
Q1 | $1.47M | Buy |
13,925
+225
| +2% | +$23.8K | 0.96% | 30 |
|
|
2024
Q4 | $1.45M | Buy |
13,700
+1,400
| +11% | +$148K | 0.93% | 32 |
|
|
2024
Q3 | $1.31M | Buy |
12,300
+1,950
| +19% | +$207K | 0.83% | 39 |
|
|
2024
Q2 | $1.08M | Buy |
10,350
+150
| +1% | +$15.7K | 0.72% | 44 |
|
|
2024
Q1 | $1.07M | Buy |
+10,200
| New | +$1.07M | 0.72% | 47 |
|
|
2023
Q2 | – | Sell |
-4,300
| Closed | -$450K | – | 119 |
|
|
2023
Q1 | $450K | Buy |
+4,300
| New | +$450K | 0.32% | 86 |
|