Juncture Wealth Strategies’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 | $1.71M | Buy |
16,061
+4,675
| +41% | +$497K | 0.61% | 31 |
|
|
2025
Q1 | $1.2M | Buy |
11,386
+697
| +7% | +$73.6K | 0.47% | 34 |
|
|
2024
Q4 | $1.13M | Sell |
10,689
-2,297
| -18% | -$242K | 0.42% | 39 |
|
|
2024
Q3 | $1.38M | Sell |
12,986
-2,480
| -16% | -$263K | 0.53% | 30 |
|
|
2024
Q2 | $1.62M | Sell |
15,466
-5,774
| -27% | -$604K | 0.68% | 26 |
|
|
2024
Q1 | $2.22M | Buy |
21,240
+157
| +0.7% | +$16.4K | 0.96% | 21 |
|
|
2023
Q4 | $2.22M | Sell |
21,083
-2,065
| -9% | -$218K | 1.01% | 24 |
|
|
2023
Q3 | $2.38M | Sell |
23,148
-956
| -4% | -$98.3K | 1.16% | 22 |
|
|
2023
Q2 | $2.51M | Buy |
24,104
+1,398
| +6% | +$145K | 1.17% | 23 |
|
|
2023
Q1 | $2.38M | Buy |
22,706
+2,386
| +12% | +$250K | 1.17% | 24 |
|
|
2022
Q4 | $2.12M | Sell |
20,320
-5,130
| -20% | -$535K | 1.01% | 22 |
|
|
2022
Q3 | $2.61M | Buy |
25,450
+395
| +2% | +$40.6K | 1.3% | 26 |
|
|
2022
Q2 | $2.62M | Buy |
25,055
+7,695
| +44% | +$806K | 1.29% | 27 |
|
|
2022
Q1 | $1.82M | Buy |
17,360
+4,460
| +35% | +$467K | 0.86% | 28 |
|
|
2021
Q4 | $1.39M | Buy |
12,900
+800
| +7% | +$85.9K | 0.66% | 36 |
|
|
2021
Q3 | $1.3M | Buy |
12,100
+48
| +0.4% | +$5.17K | 0.69% | 29 |
|
|
2021
Q2 | $1.3M | Buy |
12,052
+3,531
| +41% | +$381K | 0.75% | 28 |
|
|
2021
Q1 | $919K | Buy |
8,521
+1,017
| +14% | +$110K | 0.58% | 43 |
|
|
2020
Q4 | $811K | Buy |
7,504
+1,206
| +19% | +$130K | 0.51% | 43 |
|
|
2020
Q3 | $681K | Buy |
6,298
+1,607
| +34% | +$174K | 0.47% | 51 |
|
|
2020
Q2 | $506K | Buy |
4,691
+878
| +23% | +$94.7K | 0.38% | 56 |
|
|
2020
Q1 | $405K | Sell |
3,813
-688
| -15% | -$73.1K | 0.37% | 63 |
|
|
2019
Q4 | $481K | Buy |
4,501
+64
| +1% | +$6.84K | 0.37% | 67 |
|
|
2019
Q3 | $473K | Buy |
4,437
+20
| +0.5% | +$2.13K | 0.42% | 62 |
|
|
2019
Q2 | $471K | Sell |
4,417
-642
| -13% | -$68.5K | 0.38% | 73 |
|
|
2019
Q1 | $536K | Buy |
5,059
+1,203
| +31% | +$127K | 0.41% | 65 |
|
|
2018
Q4 | $406K | Sell |
3,856
-2,747
| -42% | -$289K | 0.27% | 75 |
|
|
2018
Q3 | $692K | Buy |
6,603
+1,426
| +28% | +$149K | 0.36% | 64 |
|
|
2018
Q2 | $544K | Sell |
5,177
-63
| -1% | -$6.62K | 0.29% | 67 |
|
|
2018
Q1 | $550K | Sell |
5,240
-40
| -0.8% | -$4.2K | 0.31% | 67 |
|
|
2017
Q4 | $554K | Buy |
5,280
+1,237
| +31% | +$130K | 0.31% | 68 |
|
|
2017
Q3 | $428K | Sell |
4,043
-863
| -18% | -$91.4K | 0.24% | 69 |
|
|
2017
Q2 | $519K | Sell |
4,906
-39
| -0.8% | -$4.13K | 0.3% | 67 |
|
|
2017
Q1 | $522K | Sell |
4,945
-1,302
| -21% | -$137K | 0.32% | 68 |
|
|
2016
Q4 | $656K | Buy |
6,247
+3,567
| +133% | +$375K | 0.45% | 50 |
|
|
2016
Q3 | $284K | Buy |
+2,680
| New | +$284K | 0.19% | 72 |
|
|
2015
Q4 | – | Sell |
-2,150
| Closed | -$228K | – | 77 |
|
|
2015
Q3 | $228K | Buy |
+2,150
| New | +$228K | 0.18% | 70 |
|