MW
MBL Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Sell |
85,213
-1,271
| -1% | -$135K | 0.87% | 23 |
|
|
2025
Q1 | $9.13M | Sell |
86,484
-1,446
| -2% | -$153K | 0.92% | 22 |
|
|
2024
Q4 | $9.27M | Sell |
87,930
-633
| -0.7% | -$66.8K | 0.93% | 22 |
|
|
2024
Q3 | $9.4M | Sell |
88,563
-5,308
| -6% | -$564K | 1.01% | 20 |
|
|
2024
Q2 | $9.81M | Sell |
93,871
-3,650
| -4% | -$382K | 1.1% | 20 |
|
|
2024
Q1 | $10.2M | Sell |
97,521
-7,047
| -7% | -$738K | 1.16% | 22 |
|
|
2023
Q4 | $11M | Sell |
104,568
-3,401
| -3% | -$359K | 1.38% | 20 |
|
|
2023
Q3 | $11.1M | Buy |
107,969
+1,199
| +1% | +$123K | 1.56% | 19 |
|
|
2023
Q2 | $11.1M | Sell |
106,770
-59,890
| -36% | -$6.23M | 1.57% | 18 |
|
|
2023
Q1 | $17.4M | Sell |
166,660
-19,577
| -11% | -$2.05M | 2.73% | 10 |
|
|
2022
Q4 | $19.4M | Sell |
186,237
-2,500
| -1% | -$261K | 3.71% | 7 |
|
|
2022
Q3 | $19.4M | Buy |
188,737
+62,687
| +50% | +$6.44M | 4.18% | 4 |
|
|
2022
Q2 | $13.2M | Buy |
126,050
+109,525
| +663% | +$11.5M | 3.29% | 7 |
|
|
2022
Q1 | $1.73M | Buy |
+16,525
| New | +$1.73M | 0.42% | 47 |
|
|
2021
Q3 | $3.03M | Buy |
+28,125
| New | +$3.03M | 1.05% | 28 |
|
|
2021
Q1 | $1.42M | Buy |
13,150
+2,200
| +20% | +$237K | 0.49% | 47 |
|
|
2020
Q4 | $1.18M | Buy |
+10,950
| New | +$1.18M | 0.47% | 42 |
|