Beacon Pointe Advisors’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 | $31.8M | Buy |
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2025
Q1 | $29.1M | Buy |
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|
2024
Q4 | $18M | Sell |
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|
2024
Q3 | $18.6M | Sell |
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|
2024
Q2 | $19.4M | Sell |
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|
2024
Q1 | $21.9M | Sell |
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|
2023
Q4 | $24.2M | Sell |
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|
2023
Q3 | $26.7M | Sell |
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|
2023
Q2 | $27.7M | Sell |
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|
2023
Q1 | $35.7M | Sell |
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|
2022
Q4 | $39M | Buy |
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|
2022
Q3 | $36.8M | Buy |
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|
2022
Q2 | $37.1M | Sell |
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|
2022
Q1 | $60.8M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $12.7M | Buy |
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|
2021
Q2 | $3.89M | Sell |
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|
2021
Q1 | $4.18M | Sell |
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|
2020
Q4 | $7.3M | Buy |
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|
2020
Q3 | $4.97M | Sell |
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|
2020
Q2 | $6.94M | Sell |
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|
2020
Q1 | $7.93M | Buy |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $565K | Buy |
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