Valley Wealth Managers’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 | $85.7K | Sell |
806
-13
| -2% | -$1.38K | 0.01% | 182 |
|
|
2025
Q1 | $86.5K | Hold |
819
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $86.4K | Sell |
819
-268
| -25% | -$28.3K | 0.01% | 194 |
|
|
2024
Q3 | $115K | Hold |
1,087
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $114K | Sell |
1,087
-455
| -30% | -$47.6K | 0.01% | 196 |
|
|
2024
Q1 | $161K | Sell |
1,542
-817
| -35% | -$85.6K | 0.01% | 188 |
|
|
2023
Q4 | $249K | Sell |
2,359
-321
| -12% | -$33.8K | 0.02% | 174 |
|
|
2023
Q3 | $276K | Hold |
2,680
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $279K | Hold |
2,680
| – | – | 0.03% | 141 |
|
|
2023
Q1 | $281K | Hold |
2,680
| – | – | 0.03% | 136 |
|
|
2022
Q4 | $279K | Buy |
2,680
+20
| +0.8% | +$2.09K | 0.03% | 138 |
|
|
2022
Q3 | $273K | Sell |
2,660
-781
| -23% | -$80.2K | 0.03% | 144 |
|
|
2022
Q2 | $360K | Buy |
+3,441
| New | +$360K | 0.03% | 142 |
|