Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
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2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $13.2M | Sell |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $14M | Sell |
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|
2024
Q1 | $15.8M | Sell |
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|
2023
Q4 | $16.8M | Sell |
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|
2023
Q3 | $16.9M | Sell |
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|
2023
Q2 | $20.5M | Sell |
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|
2023
Q1 | $23.1M | Sell |
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|
2022
Q4 | $27.2M | Buy |
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|
2022
Q3 | $26.8M | Buy |
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|
2022
Q2 | $25.7M | Buy |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $269K | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $336K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $216K | Buy |
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