Avantax Advisory Services’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 | $1.48M | Sell |
13,949
-1,194
| -8% | -$127K | 0.01% | 944 |
|
|
2025
Q1 | $1.6M | Sell |
15,143
-3,115
| -17% | -$329K | 0.01% | 860 |
|
|
2024
Q4 | $1.93M | Buy |
18,258
+4,388
| +32% | +$463K | 0.01% | 725 |
|
|
2024
Q3 | $1.47M | Sell |
13,870
-466
| -3% | -$49.5K | 0.01% | 825 |
|
|
2024
Q2 | $1.5M | Buy |
14,336
+4,544
| +46% | +$475K | 0.01% | 781 |
|
|
2024
Q1 | $1.03M | Sell |
9,792
-4,054
| -29% | -$425K | 0.01% | 735 |
|
|
2023
Q4 | $1.46M | Sell |
13,846
-11,634
| -46% | -$1.23M | 0.01% | 597 |
|
|
2023
Q3 | $2.62M | Buy |
25,480
+4,465
| +21% | +$459K | 0.03% | 389 |
|
|
2023
Q2 | $2.19M | Sell |
21,015
-21,710
| -51% | -$2.26M | 0.03% | 432 |
|
|
2023
Q1 | $4.47M | Buy |
42,725
+10,213
| +31% | +$1.07M | 0.05% | 266 |
|
|
2022
Q4 | $3.39M | Buy |
32,512
+18,898
| +139% | +$1.97M | 0.05% | 299 |
|
|
2022
Q3 | $1.4M | Buy |
13,614
+7,959
| +141% | +$817K | 0.02% | 463 |
|
|
2022
Q2 | $592K | Buy |
5,655
+2,114
| +60% | +$221K | 0.01% | 715 |
|
|
2022
Q1 | $371K | Sell |
3,541
-8,710
| -71% | -$913K | 0.01% | 905 |
|
|
2021
Q4 | $1.32M | Buy |
12,251
+7,065
| +136% | +$758K | 0.02% | 451 |
|
|
2021
Q3 | $558K | Buy |
5,186
+978
| +23% | +$105K | 0.01% | 685 |
|
|
2021
Q2 | $454K | Buy |
4,208
+2,086
| +98% | +$225K | 0.01% | 736 |
|
|
2021
Q1 | $230K | Buy |
+2,122
| New | +$230K | ﹤0.01% | 913 |
|
|
2020
Q4 | – | Sell |
-4,388
| Closed | -$475K | – | 1318 |
|
|
2020
Q3 | $475K | Buy |
+4,388
| New | +$475K | 0.01% | 809 |
|