Private Wealth Management Group’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 | $4.91M | Sell |
46,194
-1,278
| -3% | -$136K | 1.63% | 17 |
|
|
2025
Q1 | $5.01M | Sell |
47,472
-3,152
| -6% | -$333K | 1.85% | 17 |
|
|
2024
Q4 | $5.34M | Buy |
50,624
+705
| +1% | +$74.4K | 2.04% | 16 |
|
|
2024
Q3 | $5.3M | Sell |
49,919
-3,047
| -6% | -$324K | 2.09% | 13 |
|
|
2024
Q2 | $5.54M | Sell |
52,966
-1,066
| -2% | -$111K | 2.4% | 12 |
|
|
2024
Q1 | $5.66M | Sell |
54,032
-31,948
| -37% | -$3.35M | 2.56% | 11 |
|
|
2023
Q4 | $9.06M | Buy |
+85,980
| New | +$9.06M | 4.45% | 10 |
|