Heritage Wealth Management (California)’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 | $358K | Hold |
3,371
| – | – | 0.24% | 60 |
|
|
2025
Q1 | $356K | Sell |
3,371
-1,013
| -23% | -$107K | 0.27% | 60 |
|
|
2024
Q4 | $462K | Sell |
4,384
-1,743
| -28% | -$184K | 0.33% | 47 |
|
|
2024
Q3 | $651K | Sell |
6,127
-1,684
| -22% | -$179K | 0.46% | 41 |
|
|
2024
Q2 | $817K | Sell |
7,811
-700
| -8% | -$73.2K | 0.6% | 36 |
|
|
2024
Q1 | $891K | Buy |
8,511
+13
| +0.2% | +$1.36K | 0.67% | 30 |
|
|
2023
Q4 | $896K | Buy |
+8,498
| New | +$896K | 0.72% | 29 |
|