Shared Vision Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,038
Closed -$213K 79
2024
Q1
$213K Sell
2,038
-452
-18% -$47.5K 0.13% 71
2023
Q4
$263K Buy
+2,490
New +$259K 0.18% 60

Other funds holding SUB

Shared Vision Wealth Group's SUB Position: Q2 2024 in Review

Shared Vision Wealth Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 2,038 shares — an estimated $213K sold.

Shared Vision Wealth Group first reported a position in SUB in Q4 2023 and held it in 2 quarters. The position peaked at $263K in Q4 2023. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

  • Shared Vision Wealth Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 2,038 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $213K.
  • Shared Vision Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • Shared Vision Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $263K in Q4 2023.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Shared Vision Wealth Group's 13F filing for Q2 2024, filed 24 Jul 2024.