Atlas 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 | $51.7K | Buy |
+486
| New | +$51.7K | 0.01% | 618 |
|
|
2023
Q4 | – | Sell |
-2,511
| Closed | -$258K | – | 922 |
|
|
2023
Q3 | $258K | Hold |
2,511
| – | – | 0.04% | 301 |
|
|
2023
Q2 | $261K | Sell |
2,511
-276
| -10% | -$28.7K | 0.04% | 314 |
|
|
2023
Q1 | $292K | Sell |
2,787
-889
| -24% | -$93.1K | 0.05% | 290 |
|
|
2022
Q4 | $383K | Buy |
3,676
+123
| +3% | +$12.8K | 0.06% | 222 |
|
|
2022
Q3 | $365K | Buy |
3,553
+589
| +20% | +$60.5K | 0.07% | 225 |
|
|
2022
Q2 | $310K | Buy |
+2,964
| New | +$310K | 0.05% | 277 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1.61K | – | 956 |
|
|
2021
Q3 | $1.61K | Buy |
+15
| New | +$1.61K | ﹤0.01% | 872 |
|