SteelPeak Wealth’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 | $2.31M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.84M | Sell |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $4.97M | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $3.39M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $1.52M | Buy |
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