SWM
Seaside 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 | $1.45M | Sell |
13,625
-911
| -6% | -$96.9K | 0.46% | 18 |
|
|
2025
Q1 | $1.53M | Buy |
14,536
+746
| +5% | +$78.8K | 0.55% | 17 |
|
|
2024
Q4 | $1.45M | Buy |
13,790
+1,729
| +14% | +$182K | 0.53% | 17 |
|
|
2024
Q3 | $1.28M | Buy |
12,061
+880
| +8% | +$93.5K | 0.48% | 18 |
|
|
2024
Q2 | $1.17M | Sell |
11,181
-5,965
| -35% | -$624K | 0.48% | 18 |
|
|
2024
Q1 | $1.8M | Sell |
17,146
-1,664
| -9% | -$174K | 0.77% | 15 |
|
|
2023
Q4 | $1.98M | Sell |
18,810
-34,707
| -65% | -$3.66M | 0.91% | 14 |
|
|
2023
Q3 | $5.5M | Buy |
53,517
+1,950
| +4% | +$201K | 2.8% | 10 |
|
|
2023
Q2 | $5.36M | Buy |
51,567
+2,248
| +5% | +$234K | 2.78% | 10 |
|
|
2023
Q1 | $5.16M | Buy |
49,319
+919
| +2% | +$96.2K | 3.14% | 8 |
|
|
2022
Q4 | $5.05M | Sell |
48,400
-635
| -1% | -$66.2K | 3.34% | 8 |
|
|
2022
Q3 | $5.03M | Buy |
49,035
+16,205
| +49% | +$1.66M | 3.47% | 8 |
|
|
2022
Q2 | $3.46M | Buy |
+32,830
| New | +$3.46M | 2.62% | 8 |
|