RWM
Ritholtz Wealth Management’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 | $27M | Buy |
254,317
+5,245
| +2% | +$558K | 0.6% | 22 |
|
|
2025
Q1 | $26.3M | Buy |
249,072
+23,790
| +11% | +$2.51M | 0.79% | 21 |
|
|
2024
Q4 | $23.8M | Buy |
225,282
+3,556
| +2% | +$375K | 0.7% | 23 |
|
|
2024
Q3 | $23.5M | Buy |
221,726
+2,781
| +1% | +$295K | 0.71% | 22 |
|
|
2024
Q2 | $22.9M | Sell |
218,945
-3,271
| -1% | -$342K | 0.76% | 22 |
|
|
2024
Q1 | $23.3M | Sell |
222,216
-5,773
| -3% | -$605K | 0.8% | 21 |
|
|
2023
Q4 | $24M | Sell |
227,989
-1,934
| -0.8% | -$204K | 0.93% | 19 |
|
|
2023
Q3 | $23.6M | Buy |
229,923
+3,825
| +2% | +$393K | 1.06% | 18 |
|
|
2023
Q2 | $23.5M | Buy |
226,098
+2,718
| +1% | +$283K | 1.06% | 17 |
|
|
2023
Q1 | $23.4M | Buy |
223,380
+1,401
| +0.6% | +$147K | 1.17% | 17 |
|
|
2022
Q4 | $23.1M | Sell |
221,979
-18,188
| -8% | -$1.9M | 1.29% | 15 |
|
|
2022
Q3 | $24.7M | Buy |
240,167
+19,536
| +9% | +$2.01M | 1.31% | 12 |
|
|
2022
Q2 | $23.1M | Buy |
+220,631
| New | +$23.1M | 1.45% | 11 |
|