McNaughton Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $850K | Buy |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $801K | Buy |
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|
2020
Q4 | $609K | Hold |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $668K | Buy |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $638K | Buy |
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