Arkadios Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Buy
2025
Q1
Sell
2024
Q4
$210K Buy
2024
Q3
$203K Sell
2024
Q2
$310K Sell
2024
Q1
$313K Hold
2023
Q4
$315K Buy
2023
Q3
$280K Buy
2021
Q4
Sell
2021
Q3
$28K Hold
2021
Q2
$28K Hold
2021
Q1
$28K Hold
2020
Q4
$28K Buy