Summit Wealth Partners’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 | $364K | Buy |
3,424
+9
| +0.3% | +$957 | 0.07% | 159 |
|
|
2025
Q1 | $361K | Buy |
3,415
+6
| +0.2% | +$634 | 0.07% | 155 |
|
|
2024
Q4 | $360K | Buy |
3,409
+11
| +0.3% | +$1.16K | 0.07% | 148 |
|
|
2024
Q3 | $361K | Buy |
3,398
+14
| +0.4% | +$1.49K | 0.07% | 174 |
|
|
2024
Q2 | $354K | Buy |
3,384
+18
| +0.5% | +$1.88K | 0.07% | 161 |
|
|
2024
Q1 | $353K | Sell |
3,366
-180
| -5% | -$18.9K | 0.08% | 157 |
|
|
2023
Q4 | $374K | Sell |
3,546
-2,570
| -42% | -$271K | 0.09% | 141 |
|
|
2023
Q3 | $629K | Sell |
6,116
-842
| -12% | -$86.6K | 0.16% | 89 |
|
|
2023
Q2 | $724K | Buy |
6,958
+28
| +0.4% | +$2.91K | 0.18% | 84 |
|
|
2023
Q1 | $725K | Buy |
6,930
+20
| +0.3% | +$2.09K | 0.19% | 86 |
|
|
2022
Q4 | $721K | Sell |
6,910
-1,060
| -13% | -$111K | 0.19% | 78 |
|
|
2022
Q3 | $818K | Buy |
7,970
+18
| +0.2% | +$1.85K | 0.23% | 65 |
|
|
2022
Q2 | $832K | Buy |
+7,952
| New | +$832K | 0.22% | 61 |
|