Diversify Advisory Services’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 | $289K | Buy |
2,706
+253
| +10% | +$27K | 0.01% | 691 |
|
|
2025
Q1 | $259K | Sell |
2,453
-1,432
| -37% | -$151K | 0.02% | 542 |
|
|
2024
Q4 | $409K | Sell |
3,885
-179
| -4% | -$18.9K | 0.02% | 405 |
|
|
2024
Q3 | $430K | Sell |
4,064
-627
| -13% | -$66.3K | 0.02% | 402 |
|
|
2024
Q2 | $491K | Sell |
4,691
-772
| -14% | -$80.8K | 0.03% | 384 |
|
|
2024
Q1 | $571K | Buy |
+5,463
| New | +$571K | 0.03% | 388 |
|