Plum Street Advisors’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 | $800K | Buy |
7,520
+915
| +14% | +$97.3K | 0.35% | 51 |
|
|
2025
Q1 | $697K | Sell |
6,605
-386
| -6% | -$40.8K | 0.34% | 52 |
|
|
2024
Q4 | $737K | Buy |
6,991
+1,168
| +20% | +$123K | 0.36% | 52 |
|
|
2024
Q3 | $618K | Buy |
5,823
+89
| +2% | +$9.45K | 0.31% | 54 |
|
|
2024
Q2 | $599K | Sell |
5,734
-89
| -2% | -$9.31K | 0.35% | 47 |
|
|
2024
Q1 | $618K | Sell |
5,823
-1,065
| -15% | -$113K | 0.31% | 54 |
|
|
2023
Q4 | $726K | Buy |
+6,888
| New | +$726K | 0.48% | 40 |
|