W.H. Cornerstone Investments’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 | $881K | Buy |
8,284
+47
| +0.6% | +$5K | 0.56% | 49 |
|
|
2025
Q1 | $870K | Buy |
8,237
+31
| +0.4% | +$3.27K | 0.6% | 46 |
|
|
2024
Q4 | $866K | Buy |
8,206
+391
| +5% | +$41.2K | 0.58% | 38 |
|
|
2024
Q3 | $830K | Buy |
7,815
+40
| +0.5% | +$4.25K | 0.56% | 46 |
|
|
2024
Q2 | $813K | Sell |
7,775
-756
| -9% | -$79.1K | 0.58% | 46 |
|
|
2024
Q1 | $893K | Sell |
8,531
-1,624
| -16% | -$170K | 0.64% | 43 |
|
|
2023
Q4 | $1.07M | Buy |
10,155
+3,217
| +46% | +$339K | 0.85% | 34 |
|
|
2023
Q3 | $714K | Sell |
6,938
-882
| -11% | -$90.8K | 0.63% | 52 |
|
|
2023
Q2 | $814K | Buy |
7,820
+32
| +0.4% | +$3.33K | 0.73% | 48 |
|
|
2023
Q1 | $815K | Buy |
7,788
+710
| +10% | +$74.3K | 0.74% | 48 |
|
|
2022
Q4 | $742K | Buy |
+7,078
| New | +$742K | 0.7% | 49 |
|