Advisornet Financial’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 | $51.3K | Hold |
482
| – | – | ﹤0.01% | 977 |
|
|
2025
Q1 | $50.9K | Buy |
482
+67
| +16% | +$7.08K | ﹤0.01% | 925 |
|
|
2024
Q4 | $43.8K | Buy |
+415
| New | +$43.8K | ﹤0.01% | 909 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$1.08K | – | 2465 |
|
|
2023
Q4 | $1.08K | Sell |
10
-1
| -9% | -$108 | ﹤0.01% | 1862 |
|
|
2023
Q3 | $1.1K | Sell |
11
-1,247
| -99% | -$124K | ﹤0.01% | 1778 |
|
|
2023
Q2 | $131K | Sell |
1,258
-1,345
| -52% | -$140K | 0.01% | 576 |
|
|
2023
Q1 | $273K | Buy |
2,603
+147
| +6% | +$15.4K | 0.02% | 413 |
|
|
2022
Q4 | $256K | Sell |
2,456
-4,624
| -65% | -$482K | 0.03% | 422 |
|
|
2022
Q3 | $727K | Buy |
7,080
+7,047
| +21,355% | +$724K | 0.07% | 257 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $3K | Sell |
33
-325
| -91% | -$29.5K | ﹤0.01% | 1733 |
|
|
2021
Q4 | $38K | Hold |
358
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q3 | $39K | Hold |
358
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q2 | $39K | Hold |
358
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q1 | $39K | Buy |
358
+33
| +10% | +$3.6K | ﹤0.01% | 1007 |
|
|
2020
Q4 | $35K | Hold |
325
| – | – | ﹤0.01% | 973 |
|
|
2020
Q3 | $35K | Sell |
325
-209
| -39% | -$22.5K | ﹤0.01% | 936 |
|
|
2020
Q2 | $58K | Sell |
534
-291
| -35% | -$31.6K | ﹤0.01% | 812 |
|
|
2020
Q1 | $88K | Buy |
+825
| New | +$88K | 0.01% | 643 |
|