Waterway Wealth Management’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 | $24.5M | Buy |
230,019
+226,269
| +6,034% | +$24.1M | 7.4% | 3 |
|
|
2025
Q1 | $396K | Buy |
3,750
+420
| +13% | +$44.4K | 0.17% | 55 |
|
|
2024
Q4 | $351K | Sell |
3,330
-615
| -16% | -$64.9K | 0.15% | 58 |
|
|
2024
Q3 | $419K | Sell |
3,945
-5,347
| -58% | -$568K | 0.18% | 48 |
|
|
2024
Q2 | $971K | Buy |
9,292
+5,592
| +151% | +$585K | 0.48% | 22 |
|
|
2024
Q1 | $387K | Sell |
3,700
-209,823
| -98% | -$22M | 0.17% | 49 |
|
|
2023
Q4 | $1.96M | Buy |
+213,523
| New | +$1.96M | 0.82% | 14 |
|