IWM
IHT Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
2,715
-2,398
| -47% | -$255K | 0.01% | 905 |
|
|
2025
Q1 | $540K | Buy |
5,113
+332
| +7% | +$35.1K | 0.02% | 647 |
|
|
2024
Q4 | $504K | Sell |
4,781
-73
| -2% | -$7.7K | 0.02% | 681 |
|
|
2024
Q3 | $515K | Sell |
4,854
-1,600
| -25% | -$170K | 0.01% | 714 |
|
|
2024
Q2 | $675K | Buy |
+6,454
| New | +$675K | 0.03% | 543 |
|
|
2022
Q1 | – | Sell |
-3,993
| Closed | -$429K | – | 847 |
|
|
2021
Q4 | $429K | Buy |
+3,993
| New | +$429K | 0.03% | 483 |
|
|
2020
Q3 | – | Sell |
-5,640
| Closed | -$608K | – | 689 |
|
|
2020
Q2 | $608K | Sell |
5,640
-7,207
| -56% | -$777K | 0.08% | 251 |
|
|
2020
Q1 | $1.37M | Sell |
12,847
-15,984
| -55% | -$1.7M | 0.2% | 125 |
|
|
2019
Q4 | $3.08M | Buy |
28,831
+10,605
| +58% | +$1.13M | 0.36% | 62 |
|
|
2019
Q3 | $1.94M | Sell |
18,226
-852
| -4% | -$90.8K | 0.26% | 90 |
|
|
2019
Q2 | $2.03M | Sell |
19,078
-541
| -3% | -$57.7K | 0.3% | 82 |
|
|
2019
Q1 | $2.08M | Sell |
19,619
-41,038
| -68% | -$4.35M | 0.35% | 71 |
|
|
2018
Q4 | $6.39M | Sell |
60,657
-4,143
| -6% | -$437K | 1.23% | 10 |
|
|
2018
Q3 | $6.79M | Buy |
64,800
+32,563
| +101% | +$3.41M | 1.47% | 6 |
|
|
2018
Q2 | $3.39M | Sell |
32,237
-3,335
| -9% | -$350K | 0.87% | 21 |
|
|
2018
Q1 | $3.73M | Sell |
35,572
-3,449
| -9% | -$361K | 1% | 10 |
|
|
2017
Q4 | $4.09M | Buy |
39,021
+838
| +2% | +$87.9K | 1.08% | 8 |
|
|
2017
Q3 | $4.04M | Buy |
38,183
+30,320
| +386% | +$3.21M | 1.72% | 5 |
|
|
2017
Q2 | $8 | Buy |
7,863
+6,930
| +743% | +$7 | ﹤0.01% | 1024 |
|
|
2017
Q1 | $98K | Buy |
933
+250
| +37% | +$26.3K | 0.07% | 281 |
|
|
2016
Q4 | $72K | Buy |
+683
| New | +$72K | 0.05% | 324 |
|