NewEdge 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 | $3.56M | Sell |
33,355
-1,925
| -5% | -$206K | 0.06% | 264 |
|
|
2025
Q1 | $3.73M | Sell |
35,280
-1,614
| -4% | -$170K | 0.07% | 233 |
|
|
2024
Q4 | $3.89M | Sell |
36,894
-8,368
| -18% | -$883K | 0.07% | 229 |
|
|
2024
Q3 | $4.81M | Buy |
45,262
+493
| +1% | +$52.4K | 0.09% | 199 |
|
|
2024
Q2 | $4.68M | Buy |
44,769
+338
| +0.8% | +$35.3K | 0.1% | 171 |
|
|
2024
Q1 | $4.64M | Buy |
44,431
+11,933
| +37% | +$1.25M | 0.1% | 175 |
|
|
2023
Q4 | $3.43M | Sell |
32,498
-802
| -2% | -$84.6K | 0.09% | 193 |
|
|
2023
Q3 | $3.43M | Buy |
33,300
+775
| +2% | +$79.7K | 0.11% | 168 |
|
|
2023
Q2 | $3.38M | Buy |
32,525
+6,575
| +25% | +$684K | 0.11% | 170 |
|
|
2023
Q1 | $2.72M | Sell |
25,950
-71
| -0.3% | -$7.43K | 0.1% | 179 |
|
|
2022
Q4 | $2.71M | Sell |
26,021
-16
| -0.1% | -$1.67K | 0.12% | 164 |
|
|
2022
Q3 | $2.67M | Buy |
+26,037
| New | +$2.67M | 0.13% | 156 |
|