Summit Wealth Partners’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 | $422K | Buy |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $721K | Sell |
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|
2022
Q3 | $818K | Buy |
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|
2022
Q2 | $832K | Buy |
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