LJI 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 | $3.14M | Buy |
29,561
+39
| +0.1% | +$4.15K | 0.55% | 24 |
|
|
2025
Q1 | $3.12M | Buy |
29,522
+2,813
| +11% | +$297K | 0.62% | 21 |
|
|
2024
Q4 | $2.82M | Buy |
26,709
+1,258
| +5% | +$133K | 0.55% | 24 |
|
|
2024
Q3 | $2.7M | Buy |
25,451
+1,774
| +7% | +$188K | 0.55% | 25 |
|
|
2024
Q2 | $2.48M | Sell |
23,677
-32,165
| -58% | -$3.36M | 0.55% | 25 |
|
|
2024
Q1 | $5.85M | Sell |
55,842
-2,226
| -4% | -$233K | 1.51% | 13 |
|
|
2023
Q4 | $6.12M | Buy |
58,068
+34,660
| +148% | +$3.65M | 1.59% | 14 |
|
|
2023
Q3 | $2.41M | Sell |
23,408
-147
| -0.6% | -$15.1K | 0.69% | 25 |
|
|
2023
Q2 | $2.45M | Buy |
23,555
+1,764
| +8% | +$184K | 0.71% | 25 |
|
|
2023
Q1 | $2.28M | Sell |
21,791
-6,708
| -24% | -$702K | 0.72% | 23 |
|
|
2022
Q4 | $2.97M | Buy |
+28,499
| New | +$2.97M | 1.04% | 20 |
|