Wealth Architects’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 | $3.11M | Buy |
29,234
+810
| +3% | +$86.1K | 0.32% | 50 |
|
|
2025
Q1 | $3M | Buy |
28,424
+954
| +3% | +$101K | 0.33% | 48 |
|
|
2024
Q4 | $2.9M | Buy |
27,470
+477
| +2% | +$50.3K | 0.33% | 46 |
|
|
2024
Q3 | $2.87M | Sell |
26,993
-1,248
| -4% | -$133K | 0.32% | 46 |
|
|
2024
Q2 | $2.95M | Buy |
28,241
+2,366
| +9% | +$247K | 0.36% | 43 |
|
|
2024
Q1 | $2.71M | Buy |
25,875
+904
| +4% | +$94.7K | 0.36% | 43 |
|
|
2023
Q4 | $2.63M | Sell |
24,971
-612
| -2% | -$64.5K | 0.37% | 43 |
|
|
2023
Q3 | $2.63M | Buy |
25,583
+778
| +3% | +$80K | 0.45% | 37 |
|
|
2023
Q2 | $2.58M | Buy |
24,805
+653
| +3% | +$67.9K | 0.43% | 39 |
|
|
2023
Q1 | $2.53M | Buy |
24,152
+1,709
| +8% | +$179K | 0.45% | 35 |
|
|
2022
Q4 | $2.34M | Buy |
22,443
+15,840
| +240% | +$1.65M | 0.44% | 33 |
|
|
2022
Q3 | $678K | Sell |
6,603
-503
| -7% | -$51.6K | 0.14% | 67 |
|
|
2022
Q2 | $744K | Buy |
7,106
+402
| +6% | +$42.1K | 0.15% | 65 |
|
|
2022
Q1 | $701K | Sell |
6,704
-6
| -0.1% | -$627 | 0.12% | 80 |
|
|
2021
Q4 | $720K | Buy |
6,710
+1,118
| +20% | +$120K | 0.13% | 78 |
|
|
2021
Q3 | $602K | Buy |
5,592
+1,561
| +39% | +$168K | 0.12% | 80 |
|
|
2021
Q2 | $435K | Buy |
4,031
+462
| +13% | +$49.9K | 0.09% | 103 |
|
|
2021
Q1 | $385K | Buy |
3,569
+731
| +26% | +$78.9K | 0.08% | 104 |
|
|
2020
Q4 | $307K | Buy |
2,838
+546
| +24% | +$59.1K | 0.07% | 112 |
|
|
2020
Q3 | $248K | Buy |
+2,292
| New | +$248K | 0.07% | 125 |
|