CVA Family Office’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 | $994K | Hold |
9,346
| – | – | 0.14% | 102 |
|
|
2025
Q1 | $987K | Buy |
9,346
+3,187
| +52% | +$337K | 0.15% | 98 |
|
|
2024
Q4 | $650K | Buy |
6,159
+3,514
| +133% | +$371K | 0.1% | 126 |
|
|
2024
Q3 | $281K | Buy |
2,645
+730
| +38% | +$77.5K | 0.05% | 213 |
|
|
2024
Q2 | $200K | Buy |
1,915
+1,715
| +858% | +$179K | 0.04% | 242 |
|
|
2024
Q1 | $20.9K | Buy |
+200
| New | +$20.9K | ﹤0.01% | 632 |
|
|
2021
Q3 | – | Sell |
-1,160
| Closed | -$125K | – | 818 |
|
|
2021
Q2 | $125K | Buy |
+1,160
| New | +$125K | 0.04% | 209 |
|