Kingsview Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
|
|||||
|
2025
Q1 | $648K | Buy |
|
|||||
|
2024
Q4 | $513K | Sell |
|
|||||
|
2024
Q3 | $535K | Buy |
|
|||||
|
2024
Q2 | $517K | Buy |
|
|||||
|
2024
Q1 | $500K | Sell |
|
|||||
|
2023
Q4 | $605K | Sell |
|
|||||
|
2023
Q3 | $684K | Sell |
|
|||||
|
2023
Q2 | $875K | Sell |
|
|||||
|
2023
Q1 | $986K | Sell |
|
|||||
|
2022
Q4 | $1.03M | Buy |
|
|||||
|
2022
Q3 | $772K | Buy |
|
|||||
|
2022
Q2 | $763K | Buy |
|
|||||
|
2022
Q1 | $703K | Sell |
|
|||||
|
2021
Q4 | $733K | Buy |
|
|||||
|
2021
Q3 | $608K | Buy |
|
|||||
|
2021
Q2 | $592K | Sell |
|
|||||
|
2021
Q1 | $658K | Sell |
|
|||||
|
2020
Q4 | $663K | Buy |
|
|||||
|
2020
Q3 | $407K | Sell |
|
|||||
|
2020
Q2 | $495K | Buy |
|
|||||
|
2020
Q1 | $448K | Buy |
|