Wealth Dimensions Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $217K | Hold |
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|
2025
Q3 | $217K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $215K | Hold |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $271K | Buy |
|