Wealthfront Advisers’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 | $858K | Buy |
8,065
+4,355
| +117% | +$463K | ﹤0.01% | 712 |
|
2025
Q1 | $392K | Buy |
3,710
+391
| +12% | +$41.3K | ﹤0.01% | 813 |
|
2024
Q4 | $350K | Sell |
3,319
-5,889
| -64% | -$621K | ﹤0.01% | 818 |
|
2024
Q3 | $978K | Buy |
9,208
+4,133
| +81% | +$439K | ﹤0.01% | 648 |
|
2024
Q2 | $531K | Buy |
5,075
+1,970
| +63% | +$206K | ﹤0.01% | 732 |
|
2024
Q1 | $325K | Buy |
3,105
+123
| +4% | +$12.9K | ﹤0.01% | 789 |
|
2023
Q4 | $314K | Sell |
2,982
-1,308
| -30% | -$138K | ﹤0.01% | 782 |
|
2023
Q3 | $441K | Sell |
4,290
-3,022
| -41% | -$311K | ﹤0.01% | 713 |
|
2023
Q2 | $761K | Sell |
7,312
-524
| -7% | -$54.5K | ﹤0.01% | 609 |
|
2023
Q1 | $820K | Buy |
7,836
+43
| +0.6% | +$4.5K | ﹤0.01% | 567 |
|
2022
Q4 | $813K | Buy |
7,793
+5,175
| +198% | +$540K | ﹤0.01% | 546 |
|
2022
Q3 | $269K | Buy |
+2,618
| New | +$269K | ﹤0.01% | 707 |
|
2022
Q2 | – | Sell |
-2,462
| Closed | -$258K | – | 799 |
|
2022
Q1 | $258K | Buy |
2,462
+85
| +4% | +$8.91K | ﹤0.01% | 728 |
|
2021
Q4 | $255K | Buy |
+2,377
| New | +$255K | ﹤0.01% | 714 |
|