Balanced Rock Investment 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 | $374K | Sell |
3,516
-251
| -7% | -$26.7K | 0.29% | 72 |
|
|
2025
Q1 | $398K | Sell |
3,767
-543
| -13% | -$57.3K | 0.32% | 62 |
|
|
2024
Q4 | $455K | Sell |
4,310
-46
| -1% | -$4.85K | 0.36% | 55 |
|
|
2024
Q3 | $463K | Sell |
4,356
-159
| -4% | -$16.9K | 0.36% | 56 |
|
|
2024
Q2 | $472K | Sell |
4,515
-965
| -18% | -$101K | 0.4% | 53 |
|
|
2024
Q1 | $574K | Sell |
5,480
-2,874
| -34% | -$301K | 0.49% | 43 |
|
|
2023
Q4 | $881K | Buy |
+8,354
| New | +$881K | 0.78% | 28 |
|