ShoreHaven Wealth Partners’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
Q3 | – | Sell |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $454K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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