GPS Wealth Strategies Group’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 | $123K | Hold |
1,160
| – | – | 0.01% | 415 |
|
2025
Q1 | $122K | Hold |
1,160
| – | – | 0.02% | 405 |
|
2024
Q4 | $122K | Hold |
1,160
| – | – | 0.02% | 387 |
|
2024
Q3 | $123K | Hold |
1,160
| – | – | 0.02% | 394 |
|
2024
Q2 | $121K | Sell |
1,160
-216
| -16% | -$22.6K | 0.02% | 359 |
|
2024
Q1 | $144K | Sell |
1,376
-2,403
| -64% | -$252K | 0.02% | 303 |
|
2023
Q4 | $398K | Buy |
3,779
+12
| +0.3% | +$1.27K | 0.07% | 173 |
|
2023
Q3 | $388K | Sell |
3,767
-183
| -5% | -$18.8K | 0.07% | 168 |
|
2023
Q2 | $411K | Buy |
3,950
+351
| +10% | +$36.5K | 0.08% | 165 |
|
2023
Q1 | $377K | Buy |
+3,599
| New | +$377K | 0.08% | 167 |
|