Total Wealth Planning’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 | $828K | Sell |
7,790
-581
| -7% | -$61.8K | 0.1% | 64 |
|
|
2025
Q1 | $884K | Buy |
8,371
+60
| +0.7% | +$6.34K | 0.14% | 52 |
|
|
2024
Q4 | $877K | Sell |
8,311
-2,639
| -24% | -$278K | 0.14% | 52 |
|
|
2024
Q3 | $1.16M | Hold |
10,950
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $1.15M | Sell |
10,950
-1,476
| -12% | -$155K | 0.19% | 51 |
|
|
2024
Q1 | $1.3M | Sell |
12,426
-422
| -3% | -$44.2K | 0.22% | 46 |
|
|
2023
Q4 | $1.35M | Sell |
12,848
-2,295
| -15% | -$242K | 0.25% | 46 |
|
|
2023
Q3 | $1.56M | Buy |
+15,143
| New | +$1.56M | 0.32% | 43 |
|