Wealth Enhancement Advisory Services’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 | $24.6M | Sell |
231,557
-59,204
| -20% | -$6.29M | 0.04% | 370 |
|
|
2025
Q1 | $30.7M | Sell |
290,761
-50,630
| -15% | -$5.35M | 0.06% | 301 |
|
|
2024
Q4 | $36M | Buy |
341,391
+80,076
| +31% | +$8.45M | 0.07% | 262 |
|
|
2024
Q3 | $27.7M | Buy |
261,315
+8,549
| +3% | +$908K | 0.06% | 294 |
|
|
2024
Q2 | $26.4M | Sell |
252,766
-10,756
| -4% | -$1.12M | 0.06% | 286 |
|
|
2024
Q1 | $27.6M | Buy |
263,522
+3,084
| +1% | +$323K | 0.07% | 259 |
|
|
2023
Q4 | $27.5M | Sell |
260,438
-66,016
| -20% | -$6.96M | 0.08% | 236 |
|
|
2023
Q3 | $33.6M | Buy |
326,454
+308,145
| +1,683% | +$31.7M | 0.11% | 190 |
|
|
2023
Q2 | $1.9M | Sell |
18,309
-6,340
| -26% | -$660K | 0.02% | 205 |
|
|
2023
Q1 | $2.58M | Buy |
24,649
+10,205
| +71% | +$1.07M | 0.03% | 188 |
|
|
2022
Q4 | $1.52M | Buy |
14,444
+2,563
| +22% | +$269K | 0.02% | 190 |
|
|
2022
Q3 | $1.22M | Sell |
11,881
-5,330
| -31% | -$549K | 0.02% | 221 |
|
|
2022
Q2 | $1.8M | Buy |
17,211
+3,168
| +23% | +$332K | 0.03% | 209 |
|
|
2022
Q1 | $1.47M | Buy |
+14,043
| New | +$1.47M | 0.02% | 210 |
|
|
2020
Q1 | – | Sell |
-3,121
| Closed | -$333K | – | 268 |
|
|
2019
Q4 | $333K | Buy |
+3,121
| New | +$333K | 0.01% | 194 |
|