Spire Wealth Management’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 | $2.94M | Sell |
27,672
-9,101
| -25% | -$968K | 0.11% | 161 |
|
|
2025
Q1 | $3.88M | Buy |
36,773
+798
| +2% | +$84.3K | 0.12% | 150 |
|
|
2024
Q4 | $3.79M | Buy |
35,975
+682
| +2% | +$71.9K | 0.12% | 154 |
|
|
2024
Q3 | $3.75M | Sell |
35,293
-1,873
| -5% | -$199K | 0.13% | 141 |
|
|
2024
Q2 | $3.89M | Sell |
37,166
-3,110
| -8% | -$325K | 0.14% | 152 |
|
|
2024
Q1 | $4.22M | Buy |
40,276
+675
| +2% | +$70.7K | 0.08% | 181 |
|
|
2023
Q4 | $4.15M | Buy |
39,601
+502
| +1% | +$52.6K | 0.14% | 167 |
|
|
2023
Q3 | $4.02M | Sell |
39,099
-946
| -2% | -$97.3K | 0.15% | 144 |
|
|
2023
Q2 | $4.17M | Sell |
40,045
-310
| -0.8% | -$32.3K | 0.15% | 128 |
|
|
2023
Q1 | $4.22M | Buy |
40,355
+12,958
| +47% | +$1.36M | 0.16% | 124 |
|
|
2022
Q4 | $2.86M | Sell |
27,397
-2,385
| -8% | -$249K | 0.16% | 129 |
|
|
2022
Q3 | $3.06M | Sell |
29,782
-14,217
| -32% | -$1.46M | 0.19% | 112 |
|
|
2022
Q2 | $4.61M | Sell |
43,999
-19,415
| -31% | -$2.03M | 0.19% | 126 |
|
|
2022
Q1 | $6.63M | Sell |
63,414
-1,968
| -3% | -$206K | 0.18% | 132 |
|
|
2021
Q4 | $7.02M | Buy |
65,382
+973
| +2% | +$104K | 0.16% | 148 |
|
|
2021
Q3 | $6.93M | Buy |
64,409
+76
| +0.1% | +$8.18K | 0.18% | 133 |
|
|
2021
Q2 | $6.94M | Sell |
64,333
-7,020
| -10% | -$757K | 0.19% | 135 |
|
|
2021
Q1 | $7.69M | Buy |
+71,353
| New | +$7.69M | 0.2% | 121 |
|