SPWG
Syntegra Private Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
17,056
+10,870
| +176% | +$1.16M | 0.19% | 42 |
|
|
2025
Q1 | $653K | Buy |
+6,186
| New | +$653K | 0.08% | 68 |
|
|
2023
Q4 | – | Sell |
-2,096
| Closed | -$216K | – | 133 |
|
|
2023
Q3 | $216K | Sell |
2,096
-1,638
| -44% | -$168K | 0.03% | 119 |
|
|
2023
Q2 | $388K | Hold |
3,734
| – | – | 0.06% | 84 |
|
|
2023
Q1 | $391K | Sell |
3,734
-403
| -10% | -$42.2K | 0.07% | 85 |
|
|
2022
Q4 | $431K | Buy |
+4,137
| New | +$431K | 0.09% | 64 |
|