Power 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 | $534K | Sell |
5,026
-283
| -5% | -$30.1K | 0.21% | 63 |
|
|
2025
Q1 | $561K | Sell |
5,309
-2,813
| -35% | -$297K | 0.23% | 62 |
|
|
2024
Q4 | $857K | Buy |
8,122
+530
| +7% | +$55.9K | 0.36% | 54 |
|
|
2024
Q3 | $806K | Buy |
7,592
+584
| +8% | +$62K | 0.34% | 54 |
|
|
2024
Q2 | $733K | Sell |
7,008
-2,753
| -28% | -$288K | 0.35% | 58 |
|
|
2024
Q1 | $1.02M | Buy |
9,761
+1,148
| +13% | +$120K | 0.64% | 32 |
|
|
2023
Q4 | $908K | Buy |
+8,613
| New | +$908K | 0.63% | 32 |
|