Presilium Private Wealth’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 | $4.78M | Buy |
44,943
+4,497
| +11% | +$478K | 0.98% | 17 |
|
|
2025
Q1 | $4.27M | Buy |
40,446
+4,616
| +13% | +$487K | 0.96% | 17 |
|
|
2024
Q4 | $3.78M | Sell |
35,830
-426
| -1% | -$44.9K | 0.87% | 19 |
|
|
2024
Q3 | $3.85M | Buy |
36,256
+2,856
| +9% | +$303K | 0.89% | 20 |
|
|
2024
Q2 | $3.49M | Sell |
33,400
-1,244
| -4% | -$130K | 0.88% | 20 |
|
|
2024
Q1 | $3.63M | Buy |
34,644
+5,242
| +18% | +$549K | 0.96% | 21 |
|
|
2023
Q4 | $3.1M | Sell |
29,402
-1,497
| -5% | -$158K | 0.88% | 24 |
|
|
2023
Q3 | $3.18M | Sell |
30,899
-843
| -3% | -$86.7K | 1.01% | 16 |
|
|
2023
Q2 | $3.3M | Buy |
31,742
+1,874
| +6% | +$195K | 1.13% | 16 |
|
|
2023
Q1 | $3.13M | Sell |
29,868
-6,236
| -17% | -$653K | 1.21% | 16 |
|
|
2022
Q4 | $3.76M | Buy |
+36,104
| New | +$3.76M | 1.58% | 15 |
|