Avantax Advisory Services’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
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $3.39M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $475K | Buy |
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