Partners in Financial Planning’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 | $9.72M | Buy |
91,451
+7,178
| +9% | +$763K | 1.79% | 15 |
|
|
2025
Q1 | $8.9M | Sell |
84,273
-689
| -0.8% | -$72.8K | 1.79% | 14 |
|
|
2024
Q4 | $8.96M | Sell |
84,962
-1,460
| -2% | -$154K | 1.83% | 14 |
|
|
2024
Q3 | $9.18M | Buy |
86,422
+4,881
| +6% | +$518K | 1.85% | 14 |
|
|
2024
Q2 | $8.53M | Sell |
81,541
-701
| -0.9% | -$73.3K | 1.85% | 14 |
|
|
2024
Q1 | $8.61M | Buy |
82,242
+2,290
| +3% | +$240K | 1.92% | 13 |
|
|
2023
Q4 | $8.43M | Sell |
79,952
-5,302
| -6% | -$559K | 1.98% | 13 |
|
|
2023
Q3 | $8.77M | Buy |
85,254
+5,986
| +8% | +$616K | 2.26% | 13 |
|
|
2023
Q2 | $8.25M | Buy |
79,268
+8,968
| +13% | +$933K | 2.1% | 13 |
|
|
2023
Q1 | $7.36M | Sell |
70,300
-1,091
| -2% | -$114K | 1.94% | 14 |
|
|
2022
Q4 | $7.45M | Buy |
71,391
+45,963
| +181% | +$4.8M | 2.06% | 13 |
|
|
2022
Q3 | $2.64M | Buy |
25,428
+14,955
| +143% | +$1.55M | 0.75% | 21 |
|
|
2022
Q2 | $1.09M | Buy |
+10,473
| New | +$1.09M | 0.35% | 33 |
|