Sagespring Wealth Partners’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
$2.33M Buy
21,922
+2,529
+13% +$269K 0.05% 160
2025
Q1
$2.05M Sell
19,393
-23,369
-55% -$2.47M 0.05% 151
2024
Q4
$4.51M Buy
+42,762
New +$4.51M 0.12% 84