Rede 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 | $471K | Sell |
4,432
-1,464
| -25% | -$156K | 0.17% | 60 |
|
|
2025
Q1 | $623K | Sell |
5,896
-2,484
| -30% | -$262K | 0.22% | 47 |
|
|
2024
Q4 | $884K | Buy |
8,380
+1,349
| +19% | +$142K | 0.34% | 31 |
|
|
2024
Q3 | $747K | Buy |
7,031
+199
| +3% | +$21.1K | 0.29% | 38 |
|
|
2024
Q2 | $714K | Hold |
6,832
| – | – | 0.66% | 36 |
|
|
2024
Q1 | $716K | Sell |
6,832
-5,752
| -46% | -$602K | 0.3% | 39 |
|
|
2023
Q4 | $1.33M | Sell |
12,584
-8,864
| -41% | -$935K | 0.63% | 19 |
|
|
2023
Q3 | $2.21M | Sell |
21,448
-11
| -0.1% | -$1.13K | 1.11% | 12 |
|
|
2023
Q2 | $2.23M | Sell |
21,459
-1,631
| -7% | -$170K | 1.06% | 13 |
|
|
2023
Q1 | $2.42M | Buy |
23,090
+3,988
| +21% | +$417K | 1.26% | 12 |
|
|
2022
Q4 | $1.99M | Buy |
19,102
+3,063
| +19% | +$319K | 1.06% | 13 |
|
|
2022
Q3 | $1.65M | Buy |
16,039
+5,924
| +59% | +$608K | 0.98% | 14 |
|
|
2022
Q2 | $1.06M | Buy |
+10,115
| New | +$1.06M | 0.61% | 18 |
|