ACA
Ackerman Capital 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 | $7.03M | Sell |
66,064
-41,052
| -38% | -$4.37M | 1.63% | 14 |
|
2025
Q1 | $11.3M | Sell |
107,116
-689
| -0.6% | -$72.8K | 2.99% | 10 |
|
2024
Q4 | $11.4M | Sell |
107,805
-4,102
| -4% | -$433K | 2.98% | 8 |
|
2024
Q3 | $11.9M | Sell |
111,907
-567
| -0.5% | -$60.2K | 3.07% | 9 |
|
2024
Q2 | $11.8M | Sell |
112,474
-35,602
| -24% | -$3.72M | 3.12% | 7 |
|
2024
Q1 | $15.5M | Sell |
148,076
-89
| -0.1% | -$9.32K | 4.28% | 6 |
|
2023
Q4 | $15.6M | Buy |
148,165
+130,642
| +746% | +$13.8M | 4.38% | 5 |
|
2023
Q3 | $1.8M | Buy |
17,523
+991
| +6% | +$102K | 0.5% | 32 |
|
2023
Q2 | $1.72M | Sell |
16,532
-42
| -0.3% | -$4.37K | 0.45% | 33 |
|
2023
Q1 | $1.73M | Hold |
16,574
| – | – | 0.45% | 31 |
|
2022
Q4 | $1.73M | Buy |
+16,574
| New | +$1.73M | 0.46% | 32 |
|
2022
Q2 | – | Sell |
-121,627
| Closed | -$12.7M | – | 126 |
|
2022
Q1 | $12.7M | Buy |
121,627
+79,208
| +187% | +$8.29M | 3% | 11 |
|
2021
Q4 | $4.56M | Sell |
42,419
-2,683
| -6% | -$288K | 1.05% | 23 |
|
2021
Q3 | $4.85M | Buy |
45,102
+748
| +2% | +$80.5K | 1.11% | 21 |
|
2021
Q2 | $4.78M | Sell |
44,354
-861
| -2% | -$92.8K | 1.12% | 21 |
|
2021
Q1 | $4.88M | Buy |
+45,215
| New | +$4.88M | 1.18% | 21 |
|