Arete Wealth 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 | $238K | Hold |
2,240
| – | – | 0.02% | 634 |
|
|
2025
Q1 | $237K | Sell |
2,240
-26
| -1% | -$2.75K | 0.02% | 619 |
|
|
2024
Q4 | $239K | Buy |
2,266
+250
| +12% | +$26.4K | 0.02% | 637 |
|
|
2024
Q3 | $214K | Sell |
2,016
-250
| -11% | -$26.5K | 0.02% | 633 |
|
|
2024
Q2 | $237K | Buy |
+2,266
| New | +$237K | 0.02% | 610 |
|
|
2024
Q1 | – | Sell |
-2,302
| Closed | -$243K | – | 688 |
|
|
2023
Q4 | $243K | Buy |
2,302
+55
| +2% | +$5.8K | 0.02% | 606 |
|
|
2023
Q3 | $231K | Sell |
2,247
-55
| -2% | -$5.66K | 0.04% | 401 |
|
|
2023
Q2 | $240K | Buy |
2,302
+55
| +2% | +$5.73K | 0.02% | 551 |
|
|
2023
Q1 | $235K | Hold |
2,247
| – | – | 0.02% | 539 |
|
|
2022
Q4 | $234M | Sell |
2,247
-1,522
| -40% | -$159M | 0.02% | 519 |
|
|
2022
Q3 | $387K | Buy |
+3,769
| New | +$387K | 0.04% | 352 |
|