ShoreHaven 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 | $379K | Buy |
3,562
+242
| +7% | +$25.7K | 0.16% | 70 |
|
|
2025
Q1 | $351K | Sell |
3,320
-221
| -6% | -$23.3K | 0.17% | 67 |
|
|
2024
Q4 | $374K | Sell |
3,541
-275
| -7% | -$29K | 0.18% | 65 |
|
|
2024
Q3 | $405K | Sell |
3,816
-388
| -9% | -$41.2K | 0.2% | 60 |
|
|
2024
Q2 | $440K | Sell |
4,204
-2,673
| -39% | -$279K | 0.23% | 56 |
|
|
2024
Q1 | $720K | Sell |
6,877
-39
| -0.6% | -$4.08K | 0.4% | 45 |
|
|
2023
Q4 | $729K | Sell |
6,916
-57
| -0.8% | -$6.01K | 0.44% | 41 |
|
|
2023
Q3 | $717K | Buy |
6,973
+3,957
| +131% | +$407K | 0.49% | 40 |
|
|
2023
Q2 | $314K | Buy |
3,016
+272
| +10% | +$28.3K | 0.21% | 51 |
|
|
2023
Q1 | $287K | Sell |
2,744
-1,444
| -34% | -$151K | 0.2% | 61 |
|
|
2022
Q4 | $437K | Sell |
4,188
-237
| -5% | -$24.7K | 0.31% | 54 |
|
|
2022
Q3 | $454K | Buy |
+4,425
| New | +$454K | 0.35% | 50 |
|
|
2021
Q3 | – | Sell |
-3,339
| Closed | -$360K | – | 55 |
|
|
2021
Q2 | $360K | Sell |
3,339
-10,356
| -76% | -$1.12M | 0.19% | 37 |
|
|
2021
Q1 | $1.48M | Buy |
13,695
+606
| +5% | +$65.4K | 0.8% | 29 |
|
|
2020
Q4 | $1.42M | Buy |
+13,089
| New | +$1.42M | 0.79% | 30 |
|