Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-741
| Closed | -$78K | – | 2268 |
|
|
2022
Q1 | $78K | Sell |
741
-500
| -40% | -$52.6K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $133K | Hold |
1,241
| – | – | ﹤0.01% | 927 |
|
|
2021
Q3 | $133K | Sell |
1,241
-384
| -24% | -$41.2K | ﹤0.01% | 882 |
|
|
2021
Q2 | $175K | Sell |
1,625
-4,779
| -75% | -$515K | ﹤0.01% | 764 |
|
|
2021
Q1 | $691K | Buy |
6,404
+315
| +5% | +$34K | 0.02% | 447 |
|
|
2020
Q4 | $658K | Buy |
6,089
+926
| +18% | +$100K | 0.02% | 419 |
|
|
2020
Q3 | $558K | Sell |
5,163
-4,161
| -45% | -$450K | 0.02% | 410 |
|
|
2020
Q2 | $1.01M | Hold |
9,324
| – | – | 0.04% | 307 |
|
|
2020
Q1 | $991K | Buy |
+9,324
| New | +$991K | 0.05% | 309 |
|
|
2017
Q1 | – | Sell |
-342
| Closed | -$36K | – | 1022 |
|
|
2016
Q4 | $36K | Buy |
+342
| New | +$36K | ﹤0.01% | 831 |
|