CAPTRUST Financial 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 | $151M | Buy |
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2025
Q1 | $139M | Buy |
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|
2024
Q4 | $136M | Buy |
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|
2024
Q3 | $129M | Buy |
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|
2024
Q2 | $119M | Buy |
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|
2024
Q1 | $111M | Buy |
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|
2023
Q4 | $97.5M | Buy |
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|
2023
Q3 | $87.9M | Buy |
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|
2023
Q2 | $83.3M | Buy |
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|
2023
Q1 | $75.8M | Sell |
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|
2022
Q4 | $100M | Buy |
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|
2022
Q3 | $77.3M | Buy |
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|
2022
Q2 | $69.3M | Buy |
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|
2022
Q1 | $44.4M | Sell |
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|
2021
Q4 | $46.5M | Sell |
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|
2021
Q3 | $53M | Buy |
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|
2021
Q2 | $38M | Buy |
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|
2021
Q1 | $28.1M | Buy |
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|
2020
Q4 | $21.1M | Buy |
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|
2020
Q3 | $10.7M | Buy |
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|
2020
Q2 | $7.83M | Buy |
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|
2020
Q1 | $5.94M | Buy |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $25K | Hold |
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|
2017
Q3 | $25K | Sell |
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|
2017
Q2 | $30K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5K | Buy |
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