Pinnacle Wealth Planning Services’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 | $213K | Hold |
2,000
| – | – | 0.03% | 405 |
|
|
2025
Q1 | $211K | Hold |
2,000
| – | – | 0.03% | 350 |
|
|
2024
Q4 | $211K | Hold |
2,000
| – | – | 0.03% | 349 |
|
|
2024
Q3 | $212K | Hold |
2,000
| – | – | 0.03% | 444 |
|
|
2024
Q2 | $209K | Hold |
2,000
| – | – | 0.03% | 413 |
|
|
2024
Q1 | $209K | Hold |
2,000
| – | – | 0.03% | 415 |
|
|
2023
Q4 | $211K | Hold |
2,000
| – | – | 0.03% | 385 |
|
|
2023
Q3 | $206K | Hold |
2,000
| – | – | 0.03% | 359 |
|
|
2023
Q2 | $208K | Hold |
2,000
| – | – | 0.03% | 373 |
|
|
2023
Q1 | $209K | Hold |
2,000
| – | – | 0.03% | 381 |
|
|
2022
Q4 | $209K | Hold |
2,000
| – | – | 0.04% | 363 |
|
|
2022
Q3 | $205K | Buy |
+2,000
| New | +$205K | 0.04% | 324 |
|