Wiser Wealth Management’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 | $1.65M | Sell |
15,476
-142
| -0.9% | -$15.1K | 0.41% | 22 |
|
|
2025
Q1 | $1.65M | Sell |
15,618
-872
| -5% | -$92.1K | 0.46% | 19 |
|
|
2024
Q4 | $1.74M | Sell |
16,490
-497
| -3% | -$52.4K | 0.49% | 18 |
|
|
2024
Q3 | $1.8M | Sell |
16,987
-1,880
| -10% | -$200K | 0.52% | 19 |
|
|
2024
Q2 | $1.97M | Sell |
18,867
-3,531
| -16% | -$369K | 0.61% | 16 |
|
|
2024
Q1 | $2.35M | Sell |
22,398
-1,165
| -5% | -$122K | 0.77% | 11 |
|
|
2023
Q4 | $2.48M | Buy |
23,563
+14,872
| +171% | +$1.57M | 0.9% | 13 |
|
|
2023
Q3 | $894K | Buy |
8,691
+112
| +1% | +$11.5K | 0.36% | 24 |
|
|
2023
Q2 | $893K | Buy |
8,579
+3,422
| +66% | +$356K | 0.36% | 24 |
|
|
2023
Q1 | $540K | Buy |
5,157
+92
| +2% | +$9.63K | 0.23% | 26 |
|
|
2022
Q4 | $528K | Buy |
5,065
+805
| +19% | +$83.9K | 0.24% | 32 |
|
|
2022
Q3 | $437K | Buy |
+4,260
| New | +$437K | 0.23% | 26 |
|
|
2022
Q2 | – | Sell |
-4,876
| Closed | -$510K | – | 37 |
|
|
2022
Q1 | $510K | Sell |
4,876
-197
| -4% | -$20.6K | 0.24% | 24 |
|
|
2021
Q4 | $545K | Buy |
5,073
+33
| +0.7% | +$3.55K | 0.27% | 23 |
|
|
2021
Q3 | $542K | Buy |
5,040
+3
| +0.1% | +$323 | 0.29% | 23 |
|
|
2021
Q2 | $543K | Buy |
5,037
+62
| +1% | +$6.68K | 0.33% | 22 |
|
|
2021
Q1 | $536K | Buy |
+4,975
| New | +$536K | 0.37% | 21 |
|