Clearstead 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 | $3.38M | Buy |
31,774
+2,322
| +8% | +$247K | 0.05% | 242 |
|
|
2025
Q1 | $3.11M | Buy |
29,452
+4,483
| +18% | +$473K | 0.05% | 235 |
|
|
2024
Q4 | $2.63M | Buy |
24,969
+20,201
| +424% | +$2.13M | 0.04% | 253 |
|
|
2024
Q3 | $506K | Buy |
4,768
+1,500
| +46% | +$159K | 0.01% | 564 |
|
|
2024
Q2 | $342K | Hold |
3,268
| – | – | 0.01% | 632 |
|
|
2024
Q1 | $342K | Sell |
3,268
-572
| -15% | -$59.9K | 0.02% | 379 |
|
|
2023
Q4 | $405K | Sell |
3,840
-14,848
| -79% | -$1.57M | 0.02% | 345 |
|
|
2023
Q3 | $1.92M | Buy |
+18,688
| New | +$1.92M | 0.06% | 212 |
|