Madison Wealth Partners’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
Q3 | $541K | Buy |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $563K | Buy |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $707K | Buy |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $699K | Sell |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $978K | Buy |
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|
2021
Q2 | $942K | Sell |
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|
2021
Q1 | $1.07M | Hold |
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|
2020
Q4 | $1.06M | Buy |
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