WealthShield Partners’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 | $798K | Buy |
7,505
+388
| +5% | +$41.3K | 0.1% | 191 |
|
|
2025
Q1 | $752K | Sell |
7,117
-3,679
| -34% | -$388K | 0.1% | 189 |
|
|
2024
Q4 | $1.14M | Buy |
10,796
+125
| +1% | +$13.2K | 0.16% | 137 |
|
|
2024
Q3 | $1.13M | Buy |
10,671
+215
| +2% | +$22.8K | 0.15% | 142 |
|
|
2024
Q2 | $1.09M | Buy |
10,456
+1,859
| +22% | +$194K | 0.17% | 138 |
|
|
2024
Q1 | $900K | Sell |
8,597
-179
| -2% | -$18.7K | 0.15% | 152 |
|
|
2023
Q4 | $925K | Sell |
8,776
-15,753
| -64% | -$1.66M | 0.15% | 151 |
|
|
2023
Q3 | $2.52M | Buy |
24,529
+5,357
| +28% | +$551K | 0.38% | 70 |
|
|
2023
Q2 | $1.99M | Buy |
19,172
+3,026
| +19% | +$315K | 0.3% | 85 |
|
|
2023
Q1 | $1.69M | Sell |
16,146
-548
| -3% | -$57.4K | 0.27% | 99 |
|
|
2022
Q4 | $1.74M | Sell |
16,694
-3,086
| -16% | -$322K | 0.33% | 83 |
|
|
2022
Q3 | $2.03M | Buy |
19,780
+5,288
| +36% | +$543K | 0.4% | 66 |
|
|
2022
Q2 | $1.52M | Sell |
14,492
-450
| -3% | -$47.1K | 0.3% | 83 |
|
|
2022
Q1 | $1.56M | Buy |
14,942
+1,016
| +7% | +$106K | 0.25% | 96 |
|
|
2021
Q4 | $1.5M | Sell |
13,926
-3,041
| -18% | -$326K | 0.25% | 88 |
|
|
2021
Q3 | $1.83M | Sell |
16,967
-740
| -4% | -$79.6K | 0.49% | 52 |
|
|
2021
Q2 | $1.91M | Buy |
17,707
+11,885
| +204% | +$1.28M | 0.3% | 67 |
|
|
2021
Q1 | $628K | Sell |
5,822
-1,313
| -18% | -$142K | 0.11% | 133 |
|
|
2020
Q4 | $771K | Buy |
7,135
+858
| +14% | +$92.7K | 0.14% | 123 |
|
|
2020
Q3 | $679K | Buy |
6,277
+895
| +17% | +$96.8K | 0.24% | 96 |
|
|
2020
Q2 | $580K | Buy |
5,382
+1,569
| +41% | +$169K | 0.27% | 88 |
|
|
2020
Q1 | $405K | Sell |
3,813
-24
| -0.6% | -$2.55K | 0.25% | 86 |
|
|
2019
Q4 | $410K | Buy |
3,837
+143
| +4% | +$15.3K | 0.2% | 112 |
|
|
2019
Q3 | $394K | Buy |
3,694
+148
| +4% | +$15.8K | 0.21% | 110 |
|
|
2019
Q2 | $378K | Buy |
3,546
+32
| +0.9% | +$3.41K | 0.22% | 104 |
|
|
2019
Q1 | $373K | Buy |
3,514
+240
| +7% | +$25.5K | 0.21% | 91 |
|
|
2018
Q4 | $345K | Hold |
3,274
| – | – | 0.24% | 80 |
|
|
2018
Q3 | $343K | Hold |
3,274
| – | – | 0.2% | 81 |
|
|
2018
Q2 | $344K | Sell |
3,274
-123
| -4% | -$12.9K | 0.21% | 77 |
|
|
2018
Q1 | $356K | Buy |
3,397
+290
| +9% | +$30.4K | 0.23% | 76 |
|
|
2017
Q4 | $326K | Buy |
+3,107
| New | +$326K | 0.2% | 93 |
|