WNY Asset 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 | – | Sell |
-30,948
| Closed | -$3.27M | – | 239 |
|
|
2025
Q1 | $3.27M | Buy |
30,948
+4,423
| +17% | +$467K | 0.39% | 45 |
|
|
2024
Q4 | $2.8M | Buy |
26,525
+4,547
| +21% | +$480K | 0.35% | 48 |
|
|
2024
Q3 | $2.33M | Buy |
21,978
+5,047
| +30% | +$536K | 0.27% | 56 |
|
|
2024
Q2 | $1.77M | Sell |
16,931
-576
| -3% | -$60.2K | 0.23% | 62 |
|
|
2024
Q1 | $1.83M | Buy |
17,507
+761
| +5% | +$79.7K | 0.28% | 61 |
|
|
2023
Q4 | $1.77M | Buy |
16,746
+2,571
| +18% | +$271K | 0.3% | 57 |
|
|
2023
Q3 | $1.46M | Buy |
+14,175
| New | +$1.46M | 0.28% | 60 |
|