PP
Prosperity Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 25 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 26 |
|
|
2024
Q3 | – | Sell |
-30,151
| Closed | -$3.15M | – | 28 |
|
|
2024
Q2 | $3.15M | Buy |
+30,151
| New | +$3.15M | 1.08% | 21 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 23 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 23 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 20 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 17 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 16 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 18 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 14 |
|
|
2022
Q2 | – | Sell |
-38,520
| Closed | -$4.51M | – | 14 |
|
|
2022
Q1 | $4.51M | Hold |
38,520
| – | – | 2.21% | 13 |
|
|
2021
Q4 | $4.14M | Buy |
38,520
+1,047
| +3% | +$112K | 2.1% | 13 |
|
|
2021
Q3 | $4.03M | Buy |
37,473
+1,338
| +4% | +$144K | 2.2% | 13 |
|
|
2021
Q2 | $3.9M | Buy |
+36,135
| New | +$3.9M | 2.42% | 13 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 11 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 13 |
|