Morton Brown Family Wealth’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 | $6.36M | Sell |
59,800
-4,378
| -7% | -$466K | 1.93% | 13 |
|
|
2025
Q1 | $6.78M | Buy |
64,178
+4,660
| +8% | +$492K | 2.3% | 13 |
|
|
2024
Q4 | $6.28M | Sell |
59,518
-5,225
| -8% | -$551K | 2.19% | 13 |
|
|
2024
Q3 | $6.88M | Sell |
64,743
-14,157
| -18% | -$1.5M | 2.44% | 11 |
|
|
2024
Q2 | $8.29M | Sell |
78,900
-14,036
| -15% | -$1.47M | 3.27% | 10 |
|
|
2024
Q1 | $9.73M | Buy |
92,936
+9,473
| +11% | +$992K | 4.02% | 8 |
|
|
2023
Q4 | $8.8M | Buy |
83,463
+8,983
| +12% | +$947K | 3.86% | 9 |
|
|
2023
Q3 | $7.66M | Buy |
74,480
+2,110
| +3% | +$217K | 3.92% | 9 |
|
|
2023
Q2 | $7.53M | Sell |
72,370
-1,260
| -2% | -$131K | 4.02% | 8 |
|
|
2023
Q1 | $7.71M | Buy |
73,630
+886
| +1% | +$92.7K | 4.6% | 7 |
|
|
2022
Q4 | $7.59M | Buy |
72,744
+13,573
| +23% | +$1.42M | 5.17% | 7 |
|
|
2022
Q3 | $6.07M | Buy |
59,171
+19,888
| +51% | +$2.04M | 4.84% | 9 |
|
|
2022
Q2 | $4.11M | Buy |
39,283
+20,164
| +105% | +$2.11M | 3.19% | 9 |
|
|
2022
Q1 | $2M | Buy |
19,119
+16,022
| +517% | +$1.68M | 1.51% | 16 |
|
|
2021
Q4 | $333K | Buy |
+3,097
| New | +$333K | 0.26% | 33 |
|