RWP
Revolve Wealth Partners’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 | $718K | Hold |
6,756
| – | – | 0.09% | 98 |
|
|
2025
Q1 | $713K | Buy |
6,756
+1,205
| +22% | +$127K | 0.1% | 94 |
|
|
2024
Q4 | $586K | Sell |
5,551
-2,276
| -29% | -$240K | 0.08% | 103 |
|
|
2024
Q3 | $831K | Sell |
7,827
-50
| -0.6% | -$5.31K | 0.13% | 84 |
|
|
2024
Q2 | $824K | Hold |
7,877
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $825K | Hold |
7,877
| – | – | 0.14% | 71 |
|
|
2023
Q4 | $830K | Hold |
7,877
| – | – | 0.16% | 66 |
|
|
2023
Q3 | $810K | Hold |
7,877
| – | – | 0.19% | 63 |
|
|
2023
Q2 | $820K | Hold |
7,877
| – | – | 0.19% | 61 |
|
|
2023
Q1 | $825K | Sell |
7,877
-1,276
| -14% | -$134K | 0.21% | 62 |
|
|
2022
Q4 | $954K | Sell |
9,153
-2,082
| -19% | -$217K | 0.27% | 58 |
|
|
2022
Q3 | $1.15M | Sell |
11,235
-556
| -5% | -$57.1K | 0.39% | 46 |
|
|
2022
Q2 | $1.23M | Buy |
11,791
+7,757
| +192% | +$812K | 0.41% | 44 |
|
|
2022
Q1 | $422K | Sell |
4,034
-7,376
| -65% | -$772K | 0.12% | 83 |
|
|
2021
Q4 | $1.23M | Buy |
+11,410
| New | +$1.23M | 0.35% | 49 |
|