Ameritas Advisory Services’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 | $113K | Buy |
+1,066
| New | +$113K | 0.01% | 942 |
|
2024
Q3 | – | Sell |
-3,859
| Closed | -$403K | – | 933 |
|
2024
Q2 | $403K | Sell |
3,859
-1,863
| -33% | -$195K | 0.02% | 644 |
|
2024
Q1 | $598K | Sell |
5,722
-6,348
| -53% | -$664K | 0.02% | 502 |
|
2023
Q4 | $1.27M | Sell |
12,070
-8,827
| -42% | -$929K | 0.07% | 242 |
|
2023
Q3 | $2.15M | Buy |
+20,897
| New | +$2.15M | 0.11% | 194 |
|
2023
Q2 | – | Sell |
-2,032
| Closed | -$212K | – | 2288 |
|
2023
Q1 | $212K | Sell |
2,032
-1,910
| -48% | -$199K | 0.01% | 747 |
|
2022
Q4 | $411K | Buy |
3,942
+1,340
| +51% | +$140K | 0.02% | 596 |
|
2022
Q3 | $267K | Buy |
2,602
+499
| +24% | +$51.2K | 0.02% | 624 |
|
2022
Q2 | $220K | Buy |
2,103
+183
| +10% | +$19.1K | 0.01% | 725 |
|
2022
Q1 | $201K | Sell |
1,920
-303
| -14% | -$31.7K | 0.01% | 800 |
|
2021
Q4 | $239K | Buy |
+2,223
| New | +$239K | 0.01% | 726 |
|