Concurrent 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 | $645K | Buy |
6,067
+3,296
| +119% | +$351K | 0.01% | 754 |
|
|
2025
Q1 | $293K | Sell |
2,771
-1,904
| -41% | -$201K | 0.01% | 927 |
|
|
2024
Q4 | $493K | Buy |
4,675
+1,878
| +67% | +$198K | 0.01% | 661 |
|
|
2024
Q3 | $297K | Buy |
2,797
+92
| +3% | +$9.77K | 0.01% | 779 |
|
|
2024
Q2 | $283K | Sell |
2,705
-954
| -26% | -$99.7K | 0.01% | 748 |
|
|
2024
Q1 | $383K | Sell |
3,659
-4,266
| -54% | -$447K | 0.02% | 611 |
|
|
2023
Q4 | $836K | Buy |
+7,925
| New | +$836K | 0.04% | 363 |
|