Ironwood Wealth Management (Arizona)’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 | $4.03M | Buy |
37,918
+7,599
| +25% | +$808K | 1.47% | 11 |
|
|
2025
Q1 | $3.2M | Sell |
30,319
-3,948
| -12% | -$417K | 0.98% | 16 |
|
|
2024
Q4 | $3.61M | Sell |
34,267
-828
| -2% | -$87.3K | 1.12% | 16 |
|
|
2024
Q3 | $3.73M | Sell |
35,095
-612
| -2% | -$65K | 1.12% | 15 |
|
|
2024
Q2 | $3.73M | Sell |
35,707
-2,923
| -8% | -$306K | 1.22% | 14 |
|
|
2024
Q1 | $4.05M | Sell |
38,630
-126
| -0.3% | -$13.2K | 1.31% | 13 |
|
|
2023
Q4 | $4.09M | Buy |
38,756
+7,115
| +22% | +$750K | 1.36% | 13 |
|
|
2023
Q3 | $3.25M | Sell |
31,641
-2,460
| -7% | -$253K | 1.33% | 19 |
|
|
2023
Q2 | $3.55M | Buy |
34,101
+1,258
| +4% | +$131K | 1.32% | 17 |
|
|
2023
Q1 | $3.44M | Buy |
32,843
+1,851
| +6% | +$194K | 1.36% | 17 |
|
|
2022
Q4 | $3.23M | Buy |
30,992
+30,290
| +4,315% | +$3.16M | 1.35% | 18 |
|
|
2022
Q3 | $73K | Hold |
702
| – | – | 0.03% | 42 |
|
|
2022
Q2 | $73K | Sell |
702
-17,094
| -96% | -$1.78M | 0.03% | 42 |
|
|
2022
Q1 | $1.86M | Buy |
17,796
+13,142
| +282% | +$1.37M | 0.76% | 18 |
|
|
2021
Q4 | $500K | Buy |
4,654
+826
| +22% | +$88.7K | 0.22% | 25 |
|
|
2021
Q3 | $412K | Sell |
3,828
-4,414
| -54% | -$475K | 0.19% | 25 |
|
|
2021
Q2 | $888K | Buy |
8,242
+81
| +1% | +$8.73K | 0.51% | 21 |
|
|
2021
Q1 | $880K | Buy |
8,161
+54
| +0.7% | +$5.82K | 0.56% | 20 |
|
|
2020
Q4 | $876K | Buy |
+8,107
| New | +$876K | 0.54% | 20 |
|
|
2020
Q2 | – | Sell |
-14,610
| Closed | -$1.55M | – | 51 |
|
|
2020
Q1 | $1.55M | Sell |
14,610
-4,515
| -24% | -$480K | 1.3% | 15 |
|
|
2019
Q4 | $2.04M | Buy |
19,125
+584
| +3% | +$62.4K | 1.42% | 14 |
|
|
2019
Q3 | $1.98M | Sell |
18,541
-231
| -1% | -$24.6K | 1.47% | 13 |
|
|
2019
Q2 | $2M | Sell |
18,772
-5,493
| -23% | -$585K | 1.53% | 13 |
|
|
2019
Q1 | $2.57M | Sell |
24,265
-889
| -4% | -$94.2K | 2.19% | 13 |
|
|
2018
Q4 | $2.65M | Buy |
25,154
+6,942
| +38% | +$732K | 2.55% | 13 |
|
|
2018
Q3 | $1.91M | Sell |
18,212
-1,303
| -7% | -$136K | 1.68% | 15 |
|
|
2018
Q2 | $2.05M | Buy |
+19,515
| New | +$2.05M | 1.92% | 14 |
|
|
2017
Q3 | $1.85M | Buy |
+17,441
| New | +$1.85M | 1.73% | 14 |
|