Premier Path 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 | $1.96M | Sell |
18,457
-1,678
| -8% | -$178K | 0.27% | 86 |
|
|
2025
Q1 | $2.13M | Buy |
20,135
+21
| +0.1% | +$2.22K | 0.33% | 71 |
|
|
2024
Q4 | $2.12M | Sell |
20,114
-191
| -0.9% | -$20.1K | 0.32% | 71 |
|
|
2024
Q3 | $2.16M | Buy |
20,305
+317
| +2% | +$33.7K | 0.34% | 70 |
|
|
2024
Q2 | $2.09M | Buy |
19,988
+2,667
| +15% | +$279K | 0.36% | 66 |
|
|
2024
Q1 | $1.83M | Buy |
+17,321
| New | +$1.83M | 0.34% | 74 |
|