1834 Investment Advisors’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 | $395K | Buy |
3,710
+553
| +18% | +$58.8K | 0.05% | 175 |
|
|
2025
Q1 | $333K | Buy |
3,157
+1,186
| +60% | +$125K | 0.04% | 177 |
|
|
2024
Q4 | $208K | Buy |
+1,971
| New | +$208K | 0.03% | 207 |
|
|
2024
Q1 | – | Sell |
-1,914
| Closed | -$202K | – | 228 |
|
|
2023
Q4 | $202K | Buy |
+1,914
| New | +$202K | 0.02% | 224 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$52K | – | 466 |
|
|
2018
Q1 | $52K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2017
Q4 | $52K | Buy |
+500
| New | +$52K | 0.01% | 286 |
|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$212K | – | 176 |
|
|
2016
Q1 | $212K | Sell |
2,000
-300
| -13% | -$31.8K | 0.05% | 159 |
|
|
2015
Q4 | $244K | Sell |
2,300
-225
| -9% | -$23.9K | 0.06% | 160 |
|
|
2015
Q3 | $267K | Buy |
+2,525
| New | +$267K | 0.07% | 168 |
|