WJ 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 | $1.34M | Buy |
12,598
+2,000
| +19% | +$213K | 0.42% | 39 |
|
|
2025
Q1 | $1.12M | Sell |
10,598
-3,088
| -23% | -$326K | 0.4% | 37 |
|
|
2024
Q4 | $1.44M | Sell |
13,686
-2,300
| -14% | -$243K | 0.5% | 31 |
|
|
2024
Q3 | $1.7M | Sell |
15,986
-2,807
| -15% | -$298K | 0.6% | 26 |
|
|
2024
Q2 | $1.96M | Buy |
18,793
+249
| +1% | +$26K | 0.71% | 28 |
|
|
2024
Q1 | $1.94M | Sell |
18,544
-500
| -3% | -$52.4K | 0.77% | 30 |
|
|
2023
Q4 | $2.01M | Sell |
19,044
-612
| -3% | -$64.5K | 0.87% | 30 |
|
|
2023
Q3 | $2.02M | Hold |
19,656
| – | – | 0.98% | 26 |
|
|
2023
Q2 | $2.05M | Buy |
19,656
+7,403
| +60% | +$770K | 0.97% | 24 |
|
|
2023
Q1 | $1.28M | Sell |
12,253
-11,565
| -49% | -$1.21M | 0.87% | 23 |
|
|
2022
Q4 | $2.48M | Buy |
23,818
+9,554
| +67% | +$996K | 1.44% | 16 |
|
|
2022
Q3 | $1.46M | Buy |
14,264
+5,817
| +69% | +$597K | 0.92% | 21 |
|
|
2022
Q2 | $885K | Buy |
+8,447
| New | +$885K | 0.63% | 24 |
|