Kathleen S. Wright Associates’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 | $350K | Hold |
3,293
| – | – | 0.14% | 89 |
|
|
2025
Q1 | $348K | Buy |
3,293
+3,201
| +3,479% | +$338K | 0.14% | 87 |
|
|
2024
Q4 | $9.74K | Sell |
92
-6
| -6% | -$635 | ﹤0.01% | 223 |
|
|
2024
Q3 | $10.4K | Sell |
98
-1
| -1% | -$106 | ﹤0.01% | 251 |
|
|
2024
Q2 | $10.4K | Sell |
99
-7
| -7% | -$734 | ﹤0.01% | 192 |
|
|
2024
Q1 | $11.1K | Sell |
106
-48
| -31% | -$5.02K | 0.01% | 182 |
|
|
2023
Q4 | $16.2K | Buy |
154
+1
| +0.7% | +$105 | 0.01% | 151 |
|
|
2023
Q3 | $15.7K | Sell |
153
-259
| -63% | -$26.6K | 0.01% | 143 |
|
|
2023
Q2 | $42.8K | Buy |
412
+1
| +0.2% | +$104 | 0.03% | 111 |
|
|
2023
Q1 | $43K | Sell |
411
-28
| -6% | -$2.93K | 0.03% | 109 |
|
|
2022
Q4 | $46K | Hold |
439
| – | – | 0.03% | 117 |
|
|
2022
Q3 | $45K | Buy |
439
+37
| +9% | +$3.79K | 0.04% | 111 |
|
|
2022
Q2 | $42K | Buy |
402
+143
| +55% | +$14.9K | 0.04% | 106 |
|
|
2022
Q1 | $27K | Hold |
259
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $28K | Buy |
+259
| New | +$28K | 0.02% | 117 |
|