McKinley Carter Wealth Services’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 | $633K | Sell |
5,954
-789
| -12% | -$83.9K | 0.04% | 193 |
|
|
2025
Q1 | $712K | Sell |
6,743
-9,309
| -58% | -$983K | 0.04% | 176 |
|
|
2024
Q4 | $1.69M | Buy |
16,052
+1,481
| +10% | +$156K | 0.1% | 121 |
|
|
2024
Q3 | $1.55M | Sell |
14,571
-1,456
| -9% | -$155K | 0.09% | 136 |
|
|
2024
Q2 | $1.68M | Buy |
16,027
+4
| +0% | +$418 | 0.11% | 123 |
|
|
2024
Q1 | $1.68M | Buy |
16,023
+477
| +3% | +$50K | 0.11% | 122 |
|
|
2023
Q4 | $1.64M | Sell |
15,546
-988
| -6% | -$104K | 0.12% | 115 |
|
|
2023
Q3 | $1.7M | Buy |
16,534
+27
| +0.2% | +$2.78K | 0.14% | 111 |
|
|
2023
Q2 | $1.72M | Buy |
16,507
+451
| +3% | +$46.9K | 0.13% | 111 |
|
|
2023
Q1 | $1.68M | Sell |
16,056
-5,405
| -25% | -$566K | 0.13% | 110 |
|
|
2022
Q4 | $2.24M | Buy |
21,461
+2,525
| +13% | +$263K | 0.19% | 94 |
|
|
2022
Q3 | $1.94M | Buy |
18,936
+216
| +1% | +$22.2K | 0.18% | 91 |
|
|
2022
Q2 | $1.96M | Sell |
18,720
-16,709
| -47% | -$1.75M | 0.17% | 95 |
|
|
2022
Q1 | $3.71M | Sell |
35,429
-5,300
| -13% | -$554K | 0.29% | 70 |
|
|
2021
Q4 | $4.37M | Buy |
40,729
+130
| +0.3% | +$14K | 0.33% | 64 |
|
|
2021
Q3 | $4.37M | Buy |
40,599
+5,721
| +16% | +$615K | 0.36% | 62 |
|
|
2021
Q2 | $3.76M | Sell |
34,878
-5,148
| -13% | -$555K | 0.31% | 68 |
|
|
2021
Q1 | $4.32M | Buy |
+40,026
| New | +$4.32M | 0.37% | 66 |
|