WBH Advisory’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 | $543K | Buy |
5,109
+345
| +7% | +$36.7K | 0.05% | 217 |
|
|
2025
Q1 | $503K | Sell |
4,764
-349
| -7% | -$36.9K | 0.05% | 211 |
|
|
2024
Q4 | $539K | Sell |
5,113
-511
| -9% | -$53.9K | 0.05% | 206 |
|
|
2024
Q3 | $597K | Sell |
5,624
-627
| -10% | -$66.6K | 0.06% | 195 |
|
|
2024
Q2 | $654K | Buy |
6,251
+1,107
| +22% | +$116K | 0.07% | 181 |
|
|
2024
Q1 | $539K | Sell |
5,144
-173
| -3% | -$18.1K | 0.06% | 201 |
|
|
2023
Q4 | $561K | Sell |
5,317
-19
| -0.4% | -$2K | 0.06% | 201 |
|
|
2023
Q3 | $549K | Buy |
5,336
+50
| +0.9% | +$5.14K | 0.07% | 195 |
|
|
2023
Q2 | $550K | Sell |
5,286
-1,231
| -19% | -$128K | 0.07% | 196 |
|
|
2023
Q1 | $682K | Buy |
+6,517
| New | +$682K | 0.09% | 182 |
|
|
2022
Q3 | $1.04M | Sell |
10,114
-13,985
| -58% | -$1.44M | 0.15% | 139 |
|
|
2022
Q2 | $2.53M | Buy |
24,099
+1,509
| +7% | +$158K | 0.34% | 70 |
|
|
2022
Q1 | $2.34M | Buy |
22,590
+16,030
| +244% | +$1.66M | 0.29% | 78 |
|
|
2021
Q4 | $704K | Buy |
6,560
+1,935
| +42% | +$208K | 0.08% | 187 |
|
|
2021
Q3 | $498K | Buy |
4,625
+892
| +24% | +$96K | 0.07% | 200 |
|
|
2021
Q2 | $403K | Buy |
+3,733
| New | +$403K | 0.06% | 199 |
|
|
2020
Q2 | – | Sell |
-2,191
| Closed | -$232 | – | 235 |
|
|
2020
Q1 | $232 | Buy |
+2,191
| New | +$232 | 0.05% | 204 |
|