Revolve Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Sell |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $831K | Sell |
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|
2024
Q2 | $824K | Hold |
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|
2024
Q1 | $825K | Hold |
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|
2023
Q4 | $830K | Hold |
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|
2023
Q3 | $810K | Hold |
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|
2023
Q2 | $820K | Hold |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $954K | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $1.23M | Buy |
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