Horst & Graben 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 | $336K | Buy |
3,159
+19
| +0.6% | +$2.02K | 0.06% | 123 |
|
|
2025
Q1 | $332K | Buy |
3,140
+12
| +0.4% | +$1.27K | 0.06% | 118 |
|
|
2024
Q4 | $330K | Buy |
3,128
+23
| +0.7% | +$2.43K | 0.06% | 113 |
|
|
2024
Q3 | $330K | Buy |
3,105
+16
| +0.5% | +$1.7K | 0.06% | 110 |
|
|
2024
Q2 | $323K | Buy |
3,089
+16
| +0.5% | +$1.67K | 0.06% | 104 |
|
|
2024
Q1 | $322K | Buy |
3,073
+81
| +3% | +$8.48K | 0.07% | 104 |
|
|
2023
Q4 | $315K | Buy |
2,992
+18
| +0.6% | +$1.9K | 0.07% | 98 |
|
|
2023
Q3 | $306K | Buy |
2,974
+14
| +0.5% | +$1.44K | 0.08% | 106 |
|
|
2023
Q2 | $308K | Buy |
2,960
+11
| +0.4% | +$1.15K | 0.07% | 100 |
|
|
2023
Q1 | $309K | Sell |
2,949
-5
| -0.2% | -$524 | 0.08% | 96 |
|
|
2022
Q4 | $308K | Buy |
2,954
+11
| +0.4% | +$1.15K | 0.08% | 102 |
|
|
2022
Q3 | $302K | Buy |
2,943
+21
| +0.7% | +$2.16K | 0.09% | 95 |
|
|
2022
Q2 | $306K | Sell |
2,922
-55
| -2% | -$5.76K | 0.08% | 105 |
|
|
2022
Q1 | $311K | Sell |
2,977
-149
| -5% | -$15.6K | 0.08% | 108 |
|
|
2021
Q4 | $336K | Sell |
3,126
-850
| -21% | -$91.4K | 0.08% | 100 |
|
|
2021
Q3 | $428K | Buy |
3,976
+532
| +15% | +$57.3K | 0.12% | 88 |
|
|
2021
Q2 | $371K | Sell |
3,444
-77
| -2% | -$8.3K | 0.1% | 96 |
|
|
2021
Q1 | $380K | Buy |
+3,521
| New | +$380K | 0.12% | 98 |
|