SteelPeak Wealth’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 | $2.82M | Sell |
26,480
-1,370
| -5% | -$146K | 0.11% | 137 |
|
|
2025
Q1 | $2.94M | Buy |
27,850
+904
| +3% | +$95.5K | 0.12% | 127 |
|
|
2024
Q4 | $2.84M | Sell |
26,946
-103
| -0.4% | -$10.9K | 0.12% | 134 |
|
|
2024
Q3 | $2.87M | Sell |
27,049
-1,152
| -4% | -$122K | 0.13% | 124 |
|
|
2024
Q2 | $2.95M | Sell |
28,201
-4,143
| -13% | -$433K | 0.14% | 117 |
|
|
2024
Q1 | $3.39M | Sell |
32,344
-14,786
| -31% | -$1.55M | 0.17% | 105 |
|
|
2023
Q4 | $4.97M | Buy |
47,130
+45,030
| +2,144% | +$4.75M | 0.29% | 83 |
|
|
2023
Q3 | $216K | Sell |
2,100
-350
| -14% | -$36K | 0.01% | 361 |
|
|
2023
Q2 | $255K | Hold |
2,450
| – | – | 0.02% | 345 |
|
|
2023
Q1 | $256K | Sell |
2,450
-18,291
| -88% | -$1.91M | 0.02% | 313 |
|
|
2022
Q4 | $2.16M | Sell |
20,741
-4,377
| -17% | -$456K | 0.16% | 108 |
|
|
2022
Q3 | $2.58M | Sell |
25,118
-7,805
| -24% | -$801K | 0.19% | 93 |
|
|
2022
Q2 | $3.45M | Buy |
32,923
+545
| +2% | +$57K | 0.25% | 79 |
|
|
2022
Q1 | $3.39M | Buy |
32,378
+5,173
| +19% | +$541K | 0.19% | 86 |
|
|
2021
Q4 | $2.92M | Buy |
27,205
+1,286
| +5% | +$138K | 0.17% | 95 |
|
|
2021
Q3 | $2.79M | Buy |
25,919
+440
| +2% | +$47.3K | 0.18% | 90 |
|
|
2021
Q2 | $2.75M | Buy |
25,479
+354
| +1% | +$38.2K | 0.19% | 94 |
|
|
2021
Q1 | $2.71M | Sell |
25,125
-728
| -3% | -$78.5K | 0.21% | 86 |
|
|
2020
Q4 | $2.8M | Buy |
25,853
+878
| +4% | +$94.9K | 0.25% | 83 |
|
|
2020
Q3 | $2.7M | Buy |
24,975
+3,806
| +18% | +$411K | 0.29% | 77 |
|
|
2020
Q2 | $2.28M | Buy |
21,169
+6,022
| +40% | +$649K | 0.29% | 77 |
|
|
2020
Q1 | $1.61M | Buy |
15,147
+871
| +6% | +$92.6K | 0.25% | 85 |
|
|
2019
Q4 | $1.52M | Buy |
+14,276
| New | +$1.52M | 0.21% | 96 |
|