Rockwood Wealth Management’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 | $5.26M | Buy |
49,469
+11,692
| +31% | +$1.24M | 0.46% | 16 |
|
|
2025
Q1 | $3.99M | Sell |
37,777
-7,728
| -17% | -$816K | 0.41% | 18 |
|
|
2024
Q4 | $4.8M | Sell |
45,505
-120,170
| -73% | -$12.7M | 0.52% | 17 |
|
|
2024
Q3 | $17.6M | Buy |
165,675
+405
| +0.2% | +$43K | 1.94% | 14 |
|
|
2024
Q2 | $17.3M | Buy |
165,270
+272
| +0.2% | +$28.4K | 2.1% | 13 |
|
|
2024
Q1 | $17.3M | Sell |
164,998
-1,725
| -1% | -$181K | 2.23% | 11 |
|
|
2023
Q4 | $17.6M | Buy |
166,723
+48,074
| +41% | +$5.07M | 2.57% | 9 |
|
|
2023
Q3 | $12.2M | Buy |
118,649
+2,130
| +2% | +$219K | 2.05% | 12 |
|
|
2023
Q2 | $12.1M | Sell |
116,519
-1,733
| -1% | -$180K | 2.08% | 9 |
|
|
2023
Q1 | $12.4M | Sell |
118,252
-3,108
| -3% | -$325K | 2.44% | 8 |
|
|
2022
Q4 | $12.7M | Buy |
121,360
+74,086
| +157% | +$7.72M | 2.95% | 8 |
|
|
2022
Q3 | $4.85M | Buy |
47,274
+31,937
| +208% | +$3.28M | 1.55% | 12 |
|
|
2022
Q2 | $1.61M | Buy |
15,337
+12,689
| +479% | +$1.33M | 0.75% | 13 |
|
|
2022
Q1 | $277K | Buy |
+2,648
| New | +$277K | 0.13% | 61 |
|