AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $13.8M | Buy |
127,874
+21,710
| +20% | +$2.34M | 0.9% | 27 |
|
|
2021
Q1 | $11.4M | Sell |
106,164
-23,969
| -18% | -$2.58M | 0.81% | 29 |
|
|
2020
Q4 | $14.1M | Buy |
130,133
+81,404
| +167% | +$8.8M | 1.08% | 23 |
|
|
2020
Q3 | $5.27M | Buy |
48,729
+17,567
| +56% | +$1.9M | 0.48% | 42 |
|
|
2020
Q2 | $3.36M | Buy |
31,162
+18,302
| +142% | +$1.97M | 0.37% | 44 |
|
|
2020
Q1 | $1.37M | Buy |
12,860
+8,251
| +179% | +$877K | 0.14% | 63 |
|
|
2019
Q4 | $492K | Buy |
+4,609
| New | +$492K | 0.04% | 80 |
|