Keebeck Wealth Management’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 | $1.12M | Buy |
10,578
+758
| +8% | +$80.6K | 0.15% | 134 |
|
|
2025
Q1 | $1.04M | Buy |
9,820
+1,230
| +14% | +$130K | 0.15% | 126 |
|
|
2024
Q4 | $906K | Sell |
8,590
-5,093
| -37% | -$537K | 0.13% | 134 |
|
|
2024
Q3 | $1.45M | Sell |
13,683
-1,634
| -11% | -$174K | 0.21% | 109 |
|
|
2024
Q2 | $1.6M | Sell |
15,317
-2,280
| -13% | -$238K | 0.23% | 106 |
|
|
2024
Q1 | $1.84M | Sell |
17,597
-494
| -3% | -$51.7K | 0.27% | 103 |
|
|
2023
Q4 | $1.91M | Sell |
18,091
-11,407
| -39% | -$1.2M | 0.31% | 85 |
|
|
2023
Q3 | $3.03M | Sell |
29,498
-13,678
| -32% | -$1.41M | 0.53% | 56 |
|
|
2023
Q2 | $4.49M | Sell |
43,176
-4,149
| -9% | -$432K | 0.62% | 48 |
|
|
2023
Q1 | $4.95M | Sell |
47,325
-6,127
| -11% | -$641K | 0.8% | 32 |
|
|
2022
Q4 | $5.57M | Buy |
53,452
+7,472
| +16% | +$779K | 0.98% | 26 |
|
|
2022
Q3 | $4.72M | Buy |
45,980
+7,151
| +18% | +$734K | 0.91% | 27 |
|
|
2022
Q2 | $4.06M | Sell |
38,829
-79,432
| -67% | -$8.31M | 0.78% | 33 |
|
|
2022
Q1 | $12.4M | Buy |
+118,261
| New | +$12.4M | 2.05% | 11 |
|