Meridian Wealth Partners’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 | $8.42M | Buy |
79,141
+3,059
| +4% | +$325K | 1.22% | 19 |
|
|
2025
Q1 | $8.03M | Sell |
76,082
-5,108
| -6% | -$539K | 1.28% | 19 |
|
|
2024
Q4 | $8.56M | Sell |
81,190
-1,271
| -2% | -$134K | 1.3% | 20 |
|
|
2024
Q3 | $8.76M | Sell |
82,461
-9,890
| -11% | -$1.05M | 1.36% | 18 |
|
|
2024
Q2 | $9.66M | Sell |
92,351
-8,605
| -9% | -$900K | 1.7% | 13 |
|
|
2024
Q1 | $10.6M | Sell |
100,956
-39,426
| -28% | -$4.13M | 1.91% | 12 |
|
|
2023
Q4 | $14.8M | Sell |
140,382
-6,392
| -4% | -$674K | 2.83% | 12 |
|
|
2023
Q3 | $15.1M | Sell |
146,774
-8,737
| -6% | -$899K | 3.14% | 10 |
|
|
2023
Q2 | $16.2M | Sell |
155,511
-336
| -0.2% | -$35K | 3.32% | 8 |
|
|
2023
Q1 | $16.3M | Sell |
155,847
-4,048
| -3% | -$424K | 3.55% | 7 |
|
|
2022
Q4 | $16.7M | Sell |
159,895
-1,560
| -1% | -$163K | 3.86% | 7 |
|
|
2022
Q3 | $16.6M | Buy |
161,455
+13,479
| +9% | +$1.38M | 4.15% | 7 |
|
|
2022
Q2 | $15.5M | Buy |
147,976
+120,011
| +429% | +$12.6M | 3.68% | 8 |
|
|
2022
Q1 | $2.93M | Sell |
27,965
-131,139
| -82% | -$13.7M | 0.62% | 20 |
|
|
2021
Q4 | $17.1M | Buy |
159,104
+6,117
| +4% | +$657K | 3.42% | 8 |
|
|
2021
Q3 | $16.5M | Buy |
152,987
+55,653
| +57% | +$5.99M | 3.56% | 8 |
|
|
2021
Q2 | $10.5M | Sell |
97,334
-2,143
| -2% | -$231K | 2.45% | 10 |
|
|
2021
Q1 | $10.7M | Buy |
99,477
+2,391
| +2% | +$258K | 3.22% | 8 |
|
|
2020
Q4 | $10.5M | Buy |
97,086
+80,363
| +481% | +$8.69M | 4.34% | 8 |
|
|
2020
Q3 | $1.81M | Buy |
16,723
+8
| +0% | +$865 | 0.91% | 14 |
|
|
2020
Q2 | $1.8M | Sell |
16,715
-931
| -5% | -$100K | 0.97% | 15 |
|
|
2020
Q1 | $1.88M | Sell |
17,646
-6,220
| -26% | -$661K | 1.12% | 15 |
|
|
2019
Q4 | $2.55M | Buy |
+23,866
| New | +$2.55M | 1.59% | 12 |
|