Mascoma 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 | $47.9K | Hold |
450
| – | – | 0.01% | 191 |
|
|
2025
Q1 | $47.5K | Hold |
450
| – | – | 0.01% | 192 |
|
|
2024
Q4 | $47.5K | Hold |
450
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $47.8K | Hold |
450
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $47K | Hold |
450
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $47.1K | Hold |
450
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $47.4K | Hold |
450
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $46.3K | Hold |
450
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $46.6K | Hold |
450
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $47K | Hold |
450
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $46.9K | Hold |
450
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $46K | Hold |
450
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $47K | Buy |
+450
| New | +$47K | 0.02% | 245 |
|