Stone Summit 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 | $2.55M | Buy |
24,024
+451
| +2% | +$48K | 0.79% | 45 |
|
|
2025
Q1 | $2.49M | Buy |
23,573
+236
| +1% | +$24.9K | 0.84% | 40 |
|
|
2024
Q4 | $2.46M | Buy |
23,337
+1,867
| +9% | +$197K | 0.83% | 41 |
|
|
2024
Q3 | $2.28M | Buy |
21,470
+197
| +0.9% | +$20.9K | 0.74% | 46 |
|
|
2024
Q2 | $2.22M | Sell |
21,273
-2,301
| -10% | -$241K | 0.8% | 40 |
|
|
2024
Q1 | $2.47M | Buy |
23,574
+2,527
| +12% | +$265K | 0.86% | 41 |
|
|
2023
Q4 | $2.22M | Buy |
21,047
+4,304
| +26% | +$454K | 0.85% | 42 |
|
|
2023
Q3 | $1.72M | Sell |
16,743
-232
| -1% | -$23.9K | 0.74% | 47 |
|
|
2023
Q2 | $1.77M | Buy |
16,975
+1,853
| +12% | +$193K | 0.73% | 46 |
|
|
2023
Q1 | $1.58M | Buy |
15,122
+2,126
| +16% | +$223K | 0.7% | 50 |
|
|
2022
Q4 | $1.36M | Buy |
12,996
+6,759
| +108% | +$705K | 0.66% | 51 |
|
|
2022
Q3 | $640K | Buy |
6,237
+1,585
| +34% | +$163K | 0.39% | 70 |
|
|
2022
Q2 | $487K | Sell |
4,652
-3,218
| -41% | -$337K | 0.29% | 84 |
|
|
2022
Q1 | $824K | Sell |
7,870
-1,984
| -20% | -$208K | 0.46% | 63 |
|
|
2021
Q4 | $1.06M | Buy |
+9,854
| New | +$1.06M | 0.86% | 44 |
|