Greenup Street 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 | $3.24M | Buy |
30,465
+3,052
| +11% | +$325K | 0.56% | 37 |
|
|
2025
Q1 | $2.89M | Buy |
27,413
+1,940
| +8% | +$205K | 0.57% | 37 |
|
|
2024
Q4 | $2.69M | Sell |
25,473
-863
| -3% | -$91K | 0.53% | 35 |
|
|
2024
Q3 | $2.8M | Buy |
26,336
+3,442
| +15% | +$366K | 0.58% | 36 |
|
|
2024
Q2 | $2.39M | Buy |
22,894
+237
| +1% | +$24.8K | 0.56% | 36 |
|
|
2024
Q1 | $2.37M | Buy |
22,657
+1,100
| +5% | +$115K | 0.6% | 37 |
|
|
2023
Q4 | $2.27M | Buy |
21,557
+3,714
| +21% | +$392K | 0.63% | 33 |
|
|
2023
Q3 | $1.84M | Buy |
17,843
+51
| +0.3% | +$5.25K | 0.6% | 34 |
|
|
2023
Q2 | $1.85M | Sell |
17,792
-481
| -3% | -$50K | 0.51% | 44 |
|
|
2023
Q1 | $1.91M | Buy |
18,273
+2,149
| +13% | +$225K | 0.67% | 30 |
|
|
2022
Q4 | $1.68M | Sell |
16,124
-7,094
| -31% | -$740K | 0.7% | 39 |
|
|
2022
Q3 | $2.38M | Buy |
23,218
+5,749
| +33% | +$590K | 1.07% | 26 |
|
|
2022
Q2 | $1.83M | Buy |
17,469
+2,298
| +15% | +$240K | 0.86% | 30 |
|
|
2022
Q1 | $1.59M | Buy |
15,171
+8,325
| +122% | +$871K | 0.88% | 38 |
|
|
2021
Q4 | $735K | Buy |
+6,846
| New | +$735K | 0.43% | 50 |
|