Stone House Investment 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 | $44.6K | Sell |
420
-16,005
| -97% | -$1.7M | 0.01% | 162 |
|
|
2025
Q1 | $1.73M | Buy |
+16,425
| New | +$1.73M | 0.35% | 27 |
|
|
2024
Q4 | – | Sell |
-513
| Closed | -$54.5K | – | 311 |
|
|
2024
Q3 | $54.5K | Hold |
513
| – | – | 0.01% | 113 |
|
|
2024
Q2 | $53.6K | Sell |
513
-63
| -11% | -$6.58K | 0.01% | 116 |
|
|
2024
Q1 | $60.4K | Buy |
576
+160
| +38% | +$16.8K | 0.01% | 113 |
|
|
2023
Q4 | $43.9K | Sell |
416
-7,583
| -95% | -$800K | 0.02% | 89 |
|
|
2023
Q3 | $823K | Buy |
7,999
+1,934
| +32% | +$199K | 0.29% | 27 |
|
|
2023
Q2 | $631K | Buy |
6,065
+1,810
| +43% | +$188K | 0.23% | 23 |
|
|
2023
Q1 | $445K | Sell |
4,255
-155
| -4% | -$16.2K | 0.15% | 26 |
|
|
2022
Q4 | $460K | Buy |
4,410
+1,222
| +38% | +$127K | 0.16% | 33 |
|
|
2022
Q3 | $327K | Buy |
+3,188
| New | +$327K | 0.15% | 32 |
|
|
2019
Q2 | – | Sell |
-29
| Closed | -$3K | – | 181 |
|
|
2019
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 202 |
|