Arkadios 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
Q1 | – | Sell |
-1,992
| Closed | -$210K | – | 1160 |
|
|
2024
Q4 | $210K | Buy |
1,992
+83
| +4% | +$8.76K | 0.01% | 844 |
|
|
2024
Q3 | $203K | Sell |
1,909
-1,056
| -36% | -$112K | 0.01% | 840 |
|
|
2024
Q2 | $310K | Sell |
2,965
-19
| -0.6% | -$1.99K | 0.02% | 627 |
|
|
2024
Q1 | $313K | Hold |
2,984
| – | – | 0.02% | 522 |
|
|
2023
Q4 | $315K | Buy |
2,984
+259
| +10% | +$27.3K | 0.03% | 511 |
|
|
2023
Q3 | $280K | Buy |
+2,725
| New | +$280K | 0.03% | 509 |
|
|
2021
Q4 | – | Sell |
-261
| Closed | -$28K | – | 1631 |
|
|
2021
Q3 | $28K | Hold |
261
| – | – | ﹤0.01% | 1095 |
|
|
2021
Q2 | $28K | Hold |
261
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q1 | $28K | Hold |
261
| – | – | ﹤0.01% | 874 |
|
|
2020
Q4 | $28K | Buy |
+261
| New | +$28K | 0.01% | 673 |
|