Aptus Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Sell |
11,963
-1,271
| -10% | -$135K | 0.01% | 482 |
|
2025
Q1 | $1.4M | Sell |
13,234
-11,628
| -47% | -$1.23M | 0.01% | 445 |
|
2024
Q4 | $2.62M | Buy |
24,862
+14,935
| +150% | +$1.58M | 0.03% | 348 |
|
2024
Q3 | $1.05M | Sell |
9,927
-7,141
| -42% | -$758K | 0.02% | 399 |
|
2024
Q2 | $1.78M | Sell |
17,068
-22,734
| -57% | -$2.38M | 0.03% | 305 |
|
2024
Q1 | $4.17M | Buy |
39,802
+39,286
| +7,614% | +$4.11M | 0.08% | 193 |
|
2023
Q4 | $54.4K | Buy |
516
+231
| +81% | +$24.4K | ﹤0.01% | 671 |
|
2023
Q3 | $29.3K | Hold |
285
| – | – | ﹤0.01% | 723 |
|
2023
Q2 | $29.7K | Hold |
285
| – | – | ﹤0.01% | 613 |
|
2023
Q1 | $29.8K | Sell |
285
-665
| -70% | -$69.6K | ﹤0.01% | 598 |
|
2022
Q4 | $99.1K | Buy |
+950
| New | +$99.1K | ﹤0.01% | 532 |
|