Wealthstream Advisors’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 | – | Sell |
-2,887
| Closed | -$305K | – | 191 |
|
|
2025
Q1 | $305K | Hold |
2,887
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $305K | Buy |
2,887
+234
| +9% | +$24.7K | 0.06% | 113 |
|
|
2024
Q3 | $282K | Hold |
2,653
| – | – | 0.05% | 115 |
|
|
2024
Q2 | $277K | Buy |
2,653
+159
| +6% | +$16.6K | 0.1% | 100 |
|
|
2024
Q1 | $261K | Buy |
2,494
+209
| +9% | +$21.9K | 0.1% | 105 |
|
|
2023
Q4 | $241K | Buy |
+2,285
| New | +$241K | 0.1% | 124 |
|
|
2023
Q3 | – | Sell |
-3,530
| Closed | -$367K | – | 113 |
|
|
2023
Q2 | $367K | Buy |
+3,530
| New | +$367K | 0.19% | 64 |
|