Journey Strategic Wealth’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 | $1.73M | Sell |
16,242
-358
| -2% | -$38.1K | 0.06% | 107 |
|
|
2025
Q1 | $1.75M | Sell |
16,600
-458
| -3% | -$48.4K | 0.06% | 87 |
|
|
2024
Q4 | $1.8M | Buy |
17,058
+1,778
| +12% | +$188K | 0.07% | 81 |
|
|
2024
Q3 | $1.62M | Buy |
15,280
+1,732
| +13% | +$184K | 0.06% | 89 |
|
|
2024
Q2 | $1.42M | Buy |
13,548
+1,734
| +15% | +$181K | 0.06% | 66 |
|
|
2024
Q1 | $1.24M | Buy |
11,814
+893
| +8% | +$93.5K | 0.05% | 63 |
|
|
2023
Q4 | $1.15M | Buy |
10,921
+187
| +2% | +$19.7K | 0.05% | 55 |
|
|
2023
Q3 | $1.1M | Buy |
10,734
+960
| +10% | +$98.7K | 0.05% | 54 |
|
|
2023
Q2 | $1.02M | Buy |
9,774
+266
| +3% | +$27.7K | 0.05% | 54 |
|
|
2023
Q1 | $995K | Sell |
9,508
-7,036
| -43% | -$737K | 0.1% | 58 |
|
|
2022
Q4 | $1.73M | Buy |
16,544
+6,710
| +68% | +$700K | 0.2% | 35 |
|
|
2022
Q3 | $1.01M | Buy |
+9,834
| New | +$1.01M | 0.14% | 40 |
|