1IA
1620 Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
18,985
+100
| +0.5% | +$10.6K | 1.43% | 12 |
|
|
2025
Q1 | $1.99M | Sell |
18,885
-375
| -2% | -$39.6K | 1.53% | 12 |
|
|
2024
Q4 | $2.03M | Sell |
19,260
-816
| -4% | -$86.1K | 1.54% | 12 |
|
|
2024
Q3 | $2.13M | Sell |
20,076
-2,375
| -11% | -$252K | 1.54% | 10 |
|
|
2024
Q2 | $2.35M | Buy |
22,451
+1,719
| +8% | +$180K | 1.8% | 8 |
|
|
2024
Q1 | $2.17M | Buy |
20,732
+148
| +0.7% | +$15.5K | 2.18% | 7 |
|
|
2023
Q4 | $2.17M | Buy |
20,584
+715
| +4% | +$75.4K | 2.37% | 5 |
|
|
2023
Q3 | $2.04M | Sell |
19,869
-1,313
| -6% | -$135K | 2.31% | 5 |
|
|
2023
Q2 | $2.2M | Buy |
21,182
+462
| +2% | +$48.1K | 2.39% | 6 |
|
|
2023
Q1 | $2.17M | Buy |
20,720
+3,038
| +17% | +$318K | 2.62% | 5 |
|
|
2022
Q4 | $1.84M | Buy |
17,682
+6,790
| +62% | +$708K | 2.23% | 7 |
|
|
2022
Q3 | $1.12M | Buy |
10,892
+1,530
| +16% | +$157K | 1.65% | 10 |
|
|
2022
Q2 | $980K | Buy |
9,362
+1,897
| +25% | +$199K | 1.35% | 18 |
|
|
2022
Q1 | $802K | Hold |
7,465
| – | – | 0.87% | 36 |
|
|
2021
Q4 | $802K | Buy |
+7,465
| New | +$802K | 0.9% | 36 |
|