McNaughton 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 | $1.61M | Buy |
15,181
+1,701
| +13% | +$181K | 0.72% | 40 |
|
|
2025
Q1 | $1.42M | Buy |
13,480
+97
| +0.7% | +$10.2K | 0.69% | 40 |
|
|
2024
Q4 | $1.41M | Buy |
13,383
+428
| +3% | +$45.1K | 0.68% | 33 |
|
|
2024
Q3 | $1.38M | Buy |
12,955
+947
| +8% | +$101K | 0.67% | 31 |
|
|
2024
Q2 | $1.26M | Buy |
12,008
+288
| +2% | +$30.1K | 0.67% | 36 |
|
|
2024
Q1 | $1.23M | Sell |
11,720
-1,779
| -13% | -$186K | 0.68% | 33 |
|
|
2023
Q4 | $1.42M | Buy |
13,499
+576
| +4% | +$60.7K | 0.84% | 27 |
|
|
2023
Q3 | $1.33M | Sell |
12,923
-1,447
| -10% | -$149K | 0.88% | 28 |
|
|
2023
Q2 | $1.5M | Buy |
14,370
+983
| +7% | +$102K | 0.96% | 27 |
|
|
2023
Q1 | $1.4M | Sell |
13,387
-2,015
| -13% | -$211K | 0.93% | 26 |
|
|
2022
Q4 | $1.61M | Buy |
15,402
+2,510
| +19% | +$262K | 1.1% | 25 |
|
|
2022
Q3 | $1.32M | Sell |
12,892
-3,326
| -21% | -$341K | 0.97% | 26 |
|
|
2022
Q2 | $1.7M | Buy |
16,218
+27
| +0.2% | +$2.83K | 1.2% | 25 |
|
|
2022
Q1 | $1.69M | Buy |
16,191
+5,388
| +50% | +$564K | 1.1% | 25 |
|
|
2021
Q4 | $1.16M | Buy |
10,803
+2,897
| +37% | +$310K | 0.75% | 26 |
|
|
2021
Q3 | $850K | Buy |
7,906
+301
| +4% | +$32.4K | 0.6% | 27 |
|
|
2021
Q2 | $820K | Buy |
7,605
+179
| +2% | +$19.3K | 0.58% | 30 |
|
|
2021
Q1 | $801K | Buy |
7,426
+1,796
| +32% | +$194K | 0.61% | 29 |
|
|
2020
Q4 | $609K | Hold |
5,630
| – | – | 0.49% | 32 |
|
|
2020
Q3 | $609K | Sell |
5,630
-563
| -9% | -$60.9K | 0.53% | 33 |
|
|
2020
Q2 | $668K | Buy |
6,193
+240
| +4% | +$25.9K | 0.62% | 31 |
|
|
2020
Q1 | $633K | Sell |
5,953
-26
| -0.4% | -$2.77K | 0.68% | 28 |
|
|
2019
Q4 | $638K | Buy |
+5,979
| New | +$638K | 0.59% | 34 |
|