HHM Wealth Advisors’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 | $74.4K | Hold |
700
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $73.9K | Hold |
700
| – | – | 0.01% | 304 |
|
|
2024
Q4 | $73.8K | Hold |
700
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $74.3K | Hold |
700
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $73.2K | Hold |
700
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $73.3K | Hold |
700
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $73.8K | Sell |
700
-95
| -12% | -$10K | 0.01% | 235 |
|
|
2023
Q3 | $81.8K | Hold |
795
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $82.7K | Buy |
795
+95
| +14% | +$9.88K | 0.02% | 221 |
|
|
2023
Q1 | $73.3K | Sell |
700
-23
| -3% | -$2.41K | 0.02% | 232 |
|
|
2022
Q4 | $75.4K | Buy |
723
+700
| +3,043% | +$73K | 0.02% | 198 |
|
|
2022
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 606 |
|
|
2022
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 746 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 673 |
|
|
2021
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 598 |
|