Heritage Wealth Partners’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
Q1 | $756K | Sell |
7,163
-244
| -3% | -$25.8K | 1.15% | 22 |
|
|
2024
Q4 | $781K | Sell |
7,407
-148
| -2% | -$15.6K | 0.98% | 26 |
|
|
2024
Q3 | $802K | Sell |
7,555
-875
| -10% | -$92.9K | 0.94% | 28 |
|
|
2024
Q2 | $881K | Sell |
8,430
-1,030
| -11% | -$108K | 1.28% | 22 |
|
|
2024
Q1 | $997K | Hold |
9,460
| – | – | 2.04% | 16 |
|
|
2023
Q4 | $997K | Sell |
9,460
-101
| -1% | -$10.6K | 2.04% | 16 |
|
|
2023
Q3 | $983K | Sell |
9,561
-194
| -2% | -$20K | 2.1% | 17 |
|
|
2023
Q2 | $1.01M | Buy |
+9,755
| New | +$1.01M | 0.6% | 36 |
|
|
2023
Q1 | – | Sell |
-9,190
| Closed | -$950K | – | 51 |
|
|
2022
Q4 | $950K | Buy |
+9,190
| New | +$950K | 0.87% | 23 |
|