Napa 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 | $210K | Hold |
1,974
| – | – | 0.1% | 125 |
|
|
2025
Q1 | $208K | Hold |
1,974
| – | – | 0.12% | 153 |
|
|
2024
Q4 | $208K | Sell |
1,974
-499
| -20% | -$52.6K | 0.09% | 161 |
|
|
2024
Q3 | $263K | Sell |
2,473
-2,049
| -45% | -$218K | 0.12% | 142 |
|
|
2024
Q2 | $473K | Sell |
4,522
-903
| -17% | -$94.4K | 0.32% | 74 |
|
|
2024
Q1 | $568K | Sell |
5,425
-2,264
| -29% | -$237K | 0.3% | 28 |
|
|
2023
Q4 | $811K | Buy |
+7,689
| New | +$811K | 0.44% | 50 |
|