Altiora Financial Group’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 | $2.07M | Buy |
19,512
+8,038
| +70% | +$855K | 0.41% | 36 |
|
|
2025
Q1 | $1.21M | Hold |
11,474
| – | – | 0.26% | 43 |
|
|
2024
Q4 | $1.21M | Buy |
11,474
+260
| +2% | +$27.4K | 0.26% | 43 |
|
|
2024
Q3 | $1.19M | Buy |
11,214
+540
| +5% | +$57.3K | 0.26% | 44 |
|
|
2024
Q2 | $1.12M | Buy |
10,674
+1,650
| +18% | +$173K | 0.27% | 43 |
|
|
2024
Q1 | $945K | Hold |
9,024
| – | – | 0.26% | 40 |
|
|
2023
Q4 | $951K | Buy |
9,024
+4,582
| +103% | +$483K | 0.28% | 39 |
|
|
2023
Q3 | $457K | Buy |
4,442
+25
| +0.6% | +$2.57K | 0.21% | 39 |
|
|
2023
Q2 | $460K | Buy |
4,417
+85
| +2% | +$8.84K | 0.2% | 42 |
|
|
2023
Q1 | $453K | Hold |
4,332
| – | – | 0.21% | 42 |
|
|
2022
Q4 | $452K | Buy |
+4,332
| New | +$452K | 0.23% | 37 |
|