Diversified Portfolios Inc’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 | $6.44M | Buy |
60,557
+12,881
| +27% | +$1.37M | 0.61% | 33 |
|
|
2025
Q1 | $5.03M | Sell |
47,676
-711
| -1% | -$75.1K | 0.53% | 39 |
|
|
2024
Q4 | $5.1M | Buy |
48,387
+2,666
| +6% | +$281K | 0.56% | 40 |
|
|
2024
Q3 | $4.86M | Sell |
45,721
-4,210
| -8% | -$447K | 0.55% | 38 |
|
|
2024
Q2 | $5.22M | Sell |
49,931
-1,344
| -3% | -$141K | 0.69% | 32 |
|
|
2024
Q1 | $5.37M | Buy |
51,275
+273
| +0.5% | +$28.6K | 0.76% | 31 |
|
|
2023
Q4 | $5.38M | Buy |
51,002
+87
| +0.2% | +$9.17K | 0.85% | 27 |
|
|
2023
Q3 | $5.24M | Buy |
50,915
+6,371
| +14% | +$655K | 0.99% | 23 |
|
|
2023
Q2 | $4.63M | Buy |
44,544
+21,661
| +95% | +$2.25M | 0.93% | 25 |
|
|
2023
Q1 | $2.4M | Buy |
22,883
+3,185
| +16% | +$333K | 0.53% | 32 |
|
|
2022
Q4 | $2.05M | Sell |
19,698
-29,076
| -60% | -$3.03M | 0.47% | 31 |
|
|
2022
Q3 | $5.01M | Buy |
48,774
+3,644
| +8% | +$374K | 1.35% | 18 |
|
|
2022
Q2 | $4.72M | Sell |
45,130
-28,265
| -39% | -$2.96M | 1.32% | 17 |
|
|
2022
Q1 | $7.68M | Buy |
+73,395
| New | +$7.68M | 1.84% | 14 |
|