AF
Apexium Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
18,914
-488
| -3% | -$51.9K | 0.11% | 87 |
|
|
2025
Q1 | $2.05M | Sell |
19,402
-339
| -2% | -$35.8K | 0.12% | 86 |
|
|
2024
Q4 | $2.08M | Buy |
19,741
+509
| +3% | +$53.7K | 0.13% | 75 |
|
|
2024
Q3 | $2.04M | Sell |
19,232
-25
| -0.1% | -$2.66K | 0.13% | 67 |
|
|
2024
Q2 | $2.01M | Buy |
19,257
+65
| +0.3% | +$6.8K | 0.14% | 62 |
|
|
2024
Q1 | $2.01M | Sell |
19,192
-815
| -4% | -$85.4K | 0.15% | 60 |
|
|
2023
Q4 | $2.11M | Buy |
20,007
+3,995
| +25% | +$421K | 0.15% | 70 |
|
|
2023
Q3 | $1.65M | Buy |
16,012
+437
| +3% | +$45K | 0.17% | 62 |
|
|
2023
Q2 | $1.62M | Buy |
15,575
+7,639
| +96% | +$795K | 0.14% | 66 |
|
|
2023
Q1 | $831K | Sell |
7,936
-9,245
| -54% | -$968K | 0.08% | 97 |
|
|
2022
Q4 | $1.79M | Buy |
17,181
+2,325
| +16% | +$242K | 0.19% | 58 |
|
|
2022
Q3 | $1.53M | Buy |
14,856
+6,078
| +69% | +$624K | 0.19% | 56 |
|
|
2022
Q2 | $919K | Buy |
8,778
+6,120
| +230% | +$641K | 0.53% | 36 |
|
|
2022
Q1 | $278K | Sell |
2,658
-1,668
| -39% | -$174K | 0.15% | 77 |
|
|
2021
Q4 | $464K | Sell |
4,326
-367
| -8% | -$39.4K | 0.24% | 57 |
|
|
2021
Q3 | $505K | Hold |
4,693
| – | – | 0.29% | 49 |
|
|
2021
Q2 | $506K | Hold |
4,693
| – | – | 0.31% | 44 |
|
|
2021
Q1 | $506K | Sell |
4,693
-15
| -0.3% | -$1.62K | 0.37% | 42 |
|
|
2020
Q4 | $509K | Sell |
4,708
-1,254
| -21% | -$136K | 0.4% | 42 |
|
|
2020
Q3 | $644K | Sell |
5,962
-393
| -6% | -$42.5K | 0.52% | 34 |
|
|
2020
Q2 | $685K | Buy |
+6,355
| New | +$685K | 0.62% | 30 |
|