Atria Wealth Solutions’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 | $1.59M | Sell |
14,979
-7,761
| -34% | -$825K | 0.04% | 479 |
|
|
2025
Q1 | $2.4M | Sell |
22,740
-36,601
| -62% | -$3.87M | 0.03% | 561 |
|
|
2024
Q4 | $6.26M | Buy |
59,341
+26,613
| +81% | +$2.81M | 0.07% | 291 |
|
|
2024
Q3 | $3.48M | Buy |
32,728
+1,991
| +6% | +$211K | 0.04% | 443 |
|
|
2024
Q2 | $3.21M | Buy |
30,737
+868
| +3% | +$90.8K | 0.04% | 463 |
|
|
2024
Q1 | $3.13M | Sell |
29,869
-5,175
| -15% | -$542K | 0.04% | 477 |
|
|
2023
Q4 | $3.69M | Sell |
35,044
-15,354
| -30% | -$1.62M | 0.05% | 393 |
|
|
2023
Q3 | $5.18M | Sell |
50,398
-1,004
| -2% | -$103K | 0.07% | 282 |
|
|
2023
Q2 | $5.35M | Buy |
51,402
+1,991
| +4% | +$207K | 0.07% | 268 |
|
|
2023
Q1 | $5.17M | Sell |
49,411
-8,167
| -14% | -$855K | 0.08% | 255 |
|
|
2022
Q4 | $6M | Buy |
57,578
+13,913
| +32% | +$1.45M | 0.1% | 223 |
|
|
2022
Q3 | $4.48M | Buy |
43,665
+8,913
| +26% | +$915K | 0.08% | 252 |
|
|
2022
Q2 | $3.64M | Sell |
34,752
-15,385
| -31% | -$1.61M | 0.07% | 283 |
|
|
2022
Q1 | $5.25M | Buy |
+50,137
| New | +$5.25M | 0.09% | 240 |
|