Kingsview 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 | $649K | Sell |
6,101
-38
| -0.6% | -$4.04K | 0.01% | 682 |
|
|
2025
Q1 | $648K | Buy |
6,139
+1,275
| +26% | +$135K | 0.01% | 651 |
|
|
2024
Q4 | $513K | Sell |
4,864
-172
| -3% | -$18.1K | 0.01% | 727 |
|
|
2024
Q3 | $535K | Buy |
5,036
+87
| +2% | +$9.24K | 0.01% | 691 |
|
|
2024
Q2 | $517K | Buy |
4,949
+176
| +4% | +$18.4K | 0.01% | 675 |
|
|
2024
Q1 | $500K | Sell |
4,773
-965
| -17% | -$101K | 0.01% | 666 |
|
|
2023
Q4 | $605K | Sell |
5,738
-909
| -14% | -$95.8K | 0.02% | 597 |
|
|
2023
Q3 | $684K | Sell |
6,647
-1,760
| -21% | -$181K | 0.02% | 542 |
|
|
2023
Q2 | $875K | Sell |
8,407
-1,008
| -11% | -$105K | 0.03% | 446 |
|
|
2023
Q1 | $986K | Sell |
9,415
-462
| -5% | -$48.4K | 0.04% | 403 |
|
|
2022
Q4 | $1.03M | Buy |
9,877
+2,359
| +31% | +$246K | 0.04% | 343 |
|
|
2022
Q3 | $772K | Buy |
7,518
+231
| +3% | +$23.7K | 0.04% | 392 |
|
|
2022
Q2 | $763K | Buy |
7,287
+566
| +8% | +$59.3K | 0.04% | 434 |
|
|
2022
Q1 | $703K | Sell |
6,721
-108
| -2% | -$11.3K | 0.03% | 496 |
|
|
2021
Q4 | $733K | Buy |
6,829
+1,176
| +21% | +$126K | 0.03% | 483 |
|
|
2021
Q3 | $608K | Buy |
5,653
+158
| +3% | +$17K | 0.03% | 502 |
|
|
2021
Q2 | $592K | Sell |
5,495
-611
| -10% | -$65.8K | 0.03% | 515 |
|
|
2021
Q1 | $658K | Sell |
6,106
-30
| -0.5% | -$3.23K | 0.04% | 454 |
|
|
2020
Q4 | $663K | Buy |
6,136
+2,370
| +63% | +$256K | 0.05% | 375 |
|
|
2020
Q3 | $407K | Sell |
3,766
-822
| -18% | -$88.8K | 0.04% | 413 |
|
|
2020
Q2 | $495K | Buy |
4,588
+370
| +9% | +$39.9K | 0.05% | 330 |
|
|
2020
Q1 | $448K | Buy |
+4,218
| New | +$448K | 0.06% | 280 |
|