RWB
RMR Wealth Builders’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 | $27.1M | Buy |
255,040
+15,681
| +7% | +$1.67M | 2.47% | 8 |
|
|
2025
Q1 | $25.3M | Buy |
239,359
+5,482
| +2% | +$579K | 2.66% | 10 |
|
|
2024
Q4 | $24.7M | Buy |
233,877
+20,444
| +10% | +$2.16M | 2.55% | 10 |
|
|
2024
Q3 | $22.7M | Buy |
213,433
+14,469
| +7% | +$1.54M | 2.4% | 11 |
|
|
2024
Q2 | $20.8M | Buy |
198,964
+7,863
| +4% | +$822K | 2.39% | 12 |
|
|
2024
Q1 | $20M | Buy |
191,101
+3,430
| +2% | +$359K | 2.42% | 11 |
|
|
2023
Q4 | $19.8M | Sell |
187,671
-17,916
| -9% | -$1.89M | 2.78% | 10 |
|
|
2023
Q3 | $21.1M | Buy |
205,587
+7,450
| +4% | +$766K | 3.38% | 8 |
|
|
2023
Q2 | $20.6M | Buy |
198,137
+30,746
| +18% | +$3.2M | 3.51% | 8 |
|
|
2023
Q1 | $17.5M | Buy |
167,391
+33,665
| +25% | +$3.52M | 3.33% | 9 |
|
|
2022
Q4 | $13.9M | Sell |
133,726
-2,893
| -2% | -$302K | 3.16% | 9 |
|
|
2022
Q3 | $14M | Buy |
136,619
+54,914
| +67% | +$5.64M | 3.43% | 8 |
|
|
2022
Q2 | $8.55M | Buy |
81,705
+21,644
| +36% | +$2.27M | 2.13% | 9 |
|
|
2022
Q1 | $6.28M | Buy |
60,061
+51,504
| +602% | +$5.39M | 1.35% | 18 |
|
|
2021
Q4 | $919K | Buy |
+8,557
| New | +$919K | 0.26% | 40 |
|