Wedmont Private Capital’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 | $1.71M | Sell |
16,072
-59
| -0.4% | -$6.28K | 0.07% | 171 |
|
|
2025
Q1 | $1.69M | Buy |
16,131
+7,786
| +93% | +$817K | 0.09% | 138 |
|
|
2024
Q4 | $879K | Buy |
8,345
+604
| +8% | +$63.6K | 0.05% | 249 |
|
|
2024
Q3 | $820K | Buy |
7,741
+1,423
| +23% | +$151K | 0.05% | 243 |
|
|
2024
Q2 | $663K | Buy |
6,318
+1,290
| +26% | +$135K | 0.04% | 273 |
|
|
2024
Q1 | $525K | Sell |
5,028
-5,068
| -50% | -$529K | 0.04% | 309 |
|
|
2023
Q4 | $1.06M | Sell |
10,096
-21,076
| -68% | -$2.22M | 0.09% | 151 |
|
|
2023
Q3 | $3.21M | Sell |
31,172
-3,030
| -9% | -$312K | 0.32% | 52 |
|
|
2023
Q2 | $3.56M | Sell |
34,202
-4,064
| -11% | -$423K | 0.38% | 44 |
|
|
2023
Q1 | $4.01M | Sell |
38,266
-3,083
| -7% | -$323K | 0.53% | 30 |
|
|
2022
Q4 | $4.32M | Sell |
41,349
-7,070
| -15% | -$739K | 0.65% | 24 |
|
|
2022
Q3 | $4.97M | Buy |
48,419
+29,856
| +161% | +$3.07M | 1% | 18 |
|
|
2022
Q2 | $1.94M | Buy |
+18,563
| New | +$1.94M | 0.42% | 36 |
|