Vertex Planning 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 | $1.16M | Buy |
10,949
+303
| +3% | +$32.2K | 0.24% | 60 |
|
|
2025
Q1 | $1.12M | Buy |
10,646
+1,537
| +17% | +$162K | 0.25% | 57 |
|
|
2024
Q4 | $961K | Buy |
9,109
+1,310
| +17% | +$138K | 0.21% | 65 |
|
|
2024
Q3 | $828K | Hold |
7,799
| – | – | 0.2% | 58 |
|
|
2024
Q2 | $815K | Hold |
7,799
| – | – | 0.21% | 57 |
|
|
2024
Q1 | $817K | Hold |
7,799
| – | – | 0.23% | 54 |
|
|
2023
Q4 | $822K | Hold |
7,799
| – | – | 0.24% | 52 |
|
|
2023
Q3 | $802K | Hold |
7,799
| – | – | 0.28% | 45 |
|
|
2023
Q2 | $811K | Hold |
7,799
| – | – | 0.28% | 52 |
|
|
2023
Q1 | $816K | Hold |
7,799
| – | – | 0.31% | 44 |
|
|
2022
Q4 | $813K | Buy |
+7,799
| New | +$813K | 0.32% | 41 |
|