Wiser Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.01M Buy
2025
Q2
$1.65M Sell
2025
Q1
$1.65M Sell
2024
Q4
$1.74M Sell
2024
Q3
$1.8M Sell
2024
Q2
$1.97M Sell
2024
Q1
$2.35M Sell
2023
Q4
$2.48M Buy
2023
Q3
$894K Buy
2023
Q2
$893K Buy
2023
Q1
$540K Buy
2022
Q4
$528K Buy
2022
Q3
$437K Buy
2022
Q2
Sell
2022
Q1
$510K Sell
2021
Q4
$545K Buy
2021
Q3
$542K Buy
2021
Q2
$543K Buy
2021
Q1
$536K Buy