PrairieView Wealth Partners’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 | – | Sell |
-2,902
| Closed | -$306K | – | 31 |
|
|
2025
Q1 | $306K | Sell |
2,902
-2
| -0.1% | -$211 | 0.37% | 17 |
|
|
2024
Q4 | $306K | Sell |
2,904
-698
| -19% | -$73.6K | 0.33% | 17 |
|
|
2024
Q3 | $383K | Sell |
3,602
-23,025
| -86% | -$2.45M | 0.41% | 15 |
|
|
2024
Q2 | $2.78M | Sell |
26,627
-710
| -3% | -$74.2K | 2.37% | 10 |
|
|
2024
Q1 | $2.86M | Buy |
27,337
+548
| +2% | +$57.4K | 2.6% | 11 |
|
|
2023
Q4 | $2.82M | Buy |
+26,789
| New | +$2.82M | 2.82% | 10 |
|