Meridian 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 | $1.55M | Buy |
14,601
+2,768
| +23% | +$294K | 0.07% | 234 |
|
|
2025
Q1 | $1.25M | Buy |
11,833
+6,881
| +139% | +$727K | 0.06% | 246 |
|
|
2024
Q4 | $522K | Buy |
4,952
+339
| +7% | +$35.8K | 0.02% | 396 |
|
|
2024
Q3 | $490K | Buy |
+4,613
| New | +$490K | 0.02% | 411 |
|
|
2024
Q2 | – | Sell |
-4,842
| Closed | -$507K | – | 481 |
|
|
2024
Q1 | $507K | Sell |
4,842
-200
| -4% | -$20.9K | 0.08% | 136 |
|
|
2023
Q4 | $532K | Sell |
5,042
-4,404
| -47% | -$464K | 0.03% | 369 |
|
|
2023
Q3 | $972K | Buy |
+9,446
| New | +$972K | 0.06% | 237 |
|
|
2023
Q2 | – | Sell |
-2,242
| Closed | -$235K | – | 567 |
|
|
2023
Q1 | $235K | Sell |
2,242
-515
| -19% | -$53.9K | 0.02% | 476 |
|
|
2022
Q4 | $287K | Buy |
+2,757
| New | +$287K | 0.03% | 426 |
|