APP
Avantax Planning Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Sell |
61,145
-548
| -0.9% | -$58.3K | 0.21% | 78 |
|
|
2025
Q1 | $6.51M | Sell |
61,693
-576
| -0.9% | -$60.8K | 0.23% | 75 |
|
|
2024
Q4 | $6.57M | Sell |
62,269
-5,935
| -9% | -$626K | 0.24% | 69 |
|
|
2024
Q3 | $7.24M | Sell |
68,204
-17,276
| -20% | -$1.83M | 0.26% | 67 |
|
|
2024
Q2 | $8.94M | Sell |
85,480
-5,480
| -6% | -$573K | 0.29% | 63 |
|
|
2024
Q1 | $9.53M | Sell |
90,960
-10,836
| -11% | -$1.13M | 0.31% | 57 |
|
|
2023
Q4 | $10.7M | Sell |
101,796
-69,599
| -41% | -$7.34M | 0.41% | 35 |
|
|
2023
Q3 | $17.6M | Sell |
171,395
-11,194
| -6% | -$1.15M | 0.74% | 26 |
|
|
2023
Q2 | $19M | Sell |
182,589
-359,853
| -66% | -$37.4M | 0.76% | 25 |
|
|
2023
Q1 | $56.8M | Sell |
542,442
-47,686
| -8% | -$4.99M | 2.31% | 9 |
|
|
2022
Q4 | $61.5M | Sell |
590,128
-2,869
| -0.5% | -$299K | 2.44% | 9 |
|
|
2022
Q3 | $60.9M | Buy |
592,997
+135,279
| +30% | +$13.9M | 2.74% | 8 |
|
|
2022
Q2 | $47.9M | Buy |
457,718
+51,706
| +13% | +$5.41M | 2.05% | 9 |
|
|
2022
Q1 | $42.5M | Buy |
406,012
+318,415
| +363% | +$33.3M | 1.69% | 11 |
|
|
2021
Q4 | $9.41M | Buy |
87,597
+70,366
| +408% | +$7.55M | 0.39% | 25 |
|
|
2021
Q3 | $1.85M | Sell |
17,231
-5,352
| -24% | -$576K | 0.09% | 93 |
|
|
2021
Q2 | $2.44M | Sell |
22,583
-1,049
| -4% | -$113K | 0.11% | 76 |
|
|
2021
Q1 | $2.55M | Buy |
23,632
+1,103
| +5% | +$119K | 0.13% | 68 |
|
|
2020
Q4 | $2.44M | Sell |
22,529
-2,437
| -10% | -$264K | 0.13% | 65 |
|
|
2020
Q3 | $2.7M | Buy |
24,966
+1,184
| +5% | +$128K | 0.14% | 62 |
|
|
2020
Q2 | $2.57M | Sell |
23,782
-1,621
| -6% | -$175K | 0.14% | 59 |
|
|
2020
Q1 | $2.7M | Sell |
25,403
-238
| -0.9% | -$25.3K | 0.19% | 38 |
|
|
2019
Q4 | $2.74M | Sell |
25,641
-18
| -0.1% | -$1.92K | 0.16% | 52 |
|
|
2019
Q3 | $2.73M | Sell |
25,659
-180
| -0.7% | -$19.2K | 0.17% | 51 |
|
|
2019
Q2 | $2.75M | Sell |
25,839
-2,455
| -9% | -$261K | 0.18% | 51 |
|
|
2019
Q1 | $3M | Sell |
28,294
-224,002
| -89% | -$23.7M | 0.21% | 46 |
|
|
2018
Q4 | $26.6M | Buy |
252,296
+249,775
| +9,908% | +$26.3M | 2.01% | 12 |
|
|
2018
Q3 | $264K | Buy |
+2,521
| New | +$264K | 0.02% | 206 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$4K | – | 1307 |
|
|
2018
Q1 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 1446 |
|
|
2017
Q4 | – | Sell |
-3,955
| Closed | -$419K | – | 347 |
|
|
2017
Q3 | $419K | Buy |
3,955
+47
| +1% | +$4.98K | 0.03% | 229 |
|
|
2017
Q2 | $413K | Sell |
3,908
-2,819
| -42% | -$298K | 0.03% | 214 |
|
|
2017
Q1 | $710K | Buy |
+6,727
| New | +$710K | 0.06% | 146 |
|