Crewe 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 | $589K | Hold |
5,535
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $584K | Sell |
5,535
-1,705
| -24% | -$180K | 0.08% | 71 |
|
|
2024
Q4 | $764K | Buy |
7,240
+4,340
| +150% | +$458K | 0.11% | 60 |
|
|
2024
Q3 | $308K | Sell |
2,900
-900
| -24% | -$95.6K | 0.04% | 114 |
|
|
2024
Q2 | $397K | Hold |
3,800
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $398K | Buy |
3,800
+475
| +14% | +$49.7K | 0.05% | 118 |
|
|
2023
Q4 | $351K | Buy |
+3,325
| New | +$351K | 0.06% | 57 |
|