MBM Wealth Consultants’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 | $4M | Buy |
37,621
+1,236
| +3% | +$131K | 1.07% | 13 |
|
|
2025
Q1 | $3.84M | Sell |
36,385
-1,048
| -3% | -$111K | 1.14% | 13 |
|
|
2024
Q4 | $3.95M | Buy |
37,433
+12,528
| +50% | +$1.32M | 1.18% | 13 |
|
|
2024
Q3 | $2.64M | Buy |
24,905
+7,400
| +42% | +$786K | 0.83% | 19 |
|
|
2024
Q2 | $1.83M | Buy |
17,505
+5,858
| +50% | +$613K | 0.63% | 22 |
|
|
2024
Q1 | $1.22M | Buy |
11,647
+3,328
| +40% | +$349K | 0.43% | 33 |
|
|
2023
Q4 | $874K | Buy |
8,319
+2,633
| +46% | +$277K | 0.33% | 50 |
|
|
2023
Q3 | $587K | Buy |
5,686
+2,902
| +104% | +$299K | 0.26% | 56 |
|
|
2023
Q2 | $290K | Sell |
2,784
-88
| -3% | -$9.16K | 0.12% | 76 |
|
|
2023
Q1 | $243K | Hold |
2,872
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $300K | Buy |
2,872
+445
| +18% | +$46.5K | 0.14% | 72 |
|
|
2022
Q3 | $249K | Buy |
2,427
+1,347
| +125% | +$138K | 0.12% | 74 |
|
|
2022
Q2 | $113K | Buy |
+1,080
| New | +$113K | 0.06% | 102 |
|