Madison Wealth Partners’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 | $499K | Sell |
4,694
-99
| -2% | -$10.5K | 0.11% | 85 |
|
|
2025
Q1 | $506K | Buy |
4,793
+4
| +0.1% | +$422 | 0.13% | 78 |
|
|
2024
Q4 | $505K | Sell |
4,789
-516
| -10% | -$54.4K | 0.14% | 78 |
|
|
2024
Q3 | $563K | Buy |
5,305
+89
| +2% | +$9.45K | 0.17% | 73 |
|
|
2024
Q2 | $545K | Sell |
5,216
-1,533
| -23% | -$160K | 0.19% | 66 |
|
|
2024
Q1 | $707K | Buy |
6,749
+103
| +2% | +$10.8K | 0.26% | 55 |
|
|
2023
Q4 | $701K | Buy |
6,646
+28
| +0.4% | +$2.95K | 0.28% | 48 |
|
|
2023
Q3 | $681K | Sell |
6,618
-179
| -3% | -$18.4K | 0.34% | 34 |
|
|
2023
Q2 | $707K | Buy |
6,797
+243
| +4% | +$25.3K | 0.33% | 34 |
|
|
2023
Q1 | $686K | Sell |
6,554
-145
| -2% | -$15.2K | 0.35% | 32 |
|
|
2022
Q4 | $699K | Sell |
6,699
-272
| -4% | -$28.4K | 0.41% | 29 |
|
|
2022
Q3 | $716K | Buy |
6,971
+540
| +8% | +$55.5K | 0.47% | 26 |
|
|
2022
Q2 | $673K | Sell |
6,431
-5,416
| -46% | -$567K | 0.43% | 28 |
|
|
2022
Q1 | $1.24M | Buy |
11,847
+2,313
| +24% | +$242K | 0.69% | 20 |
|
|
2021
Q4 | $1.02M | Buy |
9,534
+439
| +5% | +$47.2K | 0.51% | 21 |
|
|
2021
Q3 | $978K | Buy |
9,095
+355
| +4% | +$38.2K | 0.55% | 20 |
|
|
2021
Q2 | $942K | Sell |
8,740
-1,118
| -11% | -$120K | 0.54% | 21 |
|
|
2021
Q1 | $1.07M | Hold |
9,858
| – | – | 0.75% | 18 |
|
|
2020
Q4 | $1.07M | Buy |
+9,858
| New | +$1.07M | 0.71% | 19 |
|