Safir Wealth Advisors’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 | $2.76M | Sell |
25,929
-895
| -3% | -$95.2K | 2.02% | 9 |
|
|
2025
Q1 | $2.83M | Buy |
26,824
+5,210
| +24% | +$550K | 2.25% | 9 |
|
|
2024
Q4 | $2.28M | Buy |
21,614
+950
| +5% | +$100K | 1.76% | 10 |
|
|
2024
Q3 | $2.19M | Buy |
20,664
+750
| +4% | +$79.6K | 1.69% | 10 |
|
|
2024
Q2 | $2.08M | Hold |
19,914
| – | – | 1.71% | 10 |
|
|
2024
Q1 | $2.09M | Sell |
19,914
-965
| -5% | -$101K | 1.71% | 10 |
|
|
2023
Q4 | $2.2M | Buy |
20,879
+2,338
| +13% | +$246K | 1.98% | 10 |
|
|
2023
Q3 | $1.91M | Buy |
18,541
+1,440
| +8% | +$148K | 1.84% | 10 |
|
|
2023
Q2 | $1.78M | Buy |
17,101
+2,640
| +18% | +$275K | 1.65% | 10 |
|
|
2023
Q1 | $1.51M | Buy |
14,461
+3,765
| +35% | +$394K | 1.49% | 10 |
|
|
2022
Q4 | $1.12M | Sell |
10,696
-8,865
| -45% | -$924K | 1.14% | 10 |
|
|
2022
Q3 | $2.01M | Sell |
19,561
-670
| -3% | -$68.8K | 2.09% | 10 |
|
|
2022
Q2 | $2.12M | Sell |
20,231
-4,569
| -18% | -$478K | 2.07% | 10 |
|
|
2022
Q1 | $2.59M | Buy |
24,800
+1,385
| +6% | +$145K | 2.17% | 10 |
|
|
2021
Q4 | $2.51M | Buy |
23,415
+2,140
| +10% | +$230K | 1.96% | 11 |
|
|
2021
Q3 | $2.29M | Buy |
21,275
+1,460
| +7% | +$157K | 1.92% | 10 |
|
|
2021
Q2 | $2.14M | Buy |
19,815
+6,000
| +43% | +$647K | 1.81% | 11 |
|
|
2021
Q1 | $1.49M | Buy |
13,815
+260
| +2% | +$28K | 1.37% | 11 |
|
|
2020
Q4 | $1.47M | Buy |
+13,555
| New | +$1.47M | 1.36% | 11 |
|