Capital Investment 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 | $74K | Hold |
696
| – | – | 0.01% | 693 |
|
|
2025
Q1 | $73.5K | Hold |
696
| – | – | 0.01% | 655 |
|
|
2024
Q4 | $73.4K | Hold |
696
| – | – | 0.01% | 609 |
|
|
2024
Q3 | $73.9K | Hold |
696
| – | – | 0.01% | 629 |
|
|
2024
Q2 | $72.8K | Hold |
696
| – | – | 0.01% | 609 |
|
|
2024
Q1 | $72.9K | Hold |
696
| – | – | 0.01% | 611 |
|
|
2023
Q4 | $73.4K | Hold |
696
| – | – | 0.01% | 602 |
|
|
2023
Q3 | $71.6K | Hold |
696
| – | – | 0.01% | 570 |
|
|
2023
Q2 | $72.4K | Hold |
696
| – | – | 0.01% | 571 |
|
|
2023
Q1 | $72.9K | Hold |
696
| – | – | 0.01% | 567 |
|
|
2022
Q4 | $72.6K | Hold |
696
| – | – | 0.01% | 583 |
|
|
2022
Q3 | $71K | Hold |
696
| – | – | 0.01% | 536 |
|
|
2022
Q2 | $73K | Hold |
696
| – | – | 0.01% | 564 |
|
|
2022
Q1 | $73K | Buy |
+696
| New | +$73K | 0.01% | 597 |
|
|
2019
Q4 | – | Sell |
-140
| Closed | -$15K | – | 1165 |
|
|
2019
Q3 | $15K | Hold |
140
| – | – | ﹤0.01% | 896 |
|
|
2019
Q2 | $15K | Sell |
140
-10
| -7% | -$1.07K | ﹤0.01% | 859 |
|
|
2019
Q1 | $16K | Sell |
150
-192
| -56% | -$20.5K | 0.01% | 746 |
|
|
2018
Q4 | $36K | Buy |
+342
| New | +$36K | 0.02% | 524 |
|