Edgemoor 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 | $941K | Buy |
8,853
+5,868
| +197% | +$624K | 0.08% | 97 |
|
|
2025
Q1 | $315K | Sell |
2,985
-1,800
| -38% | -$190K | 0.03% | 133 |
|
|
2024
Q4 | $505K | Buy |
4,785
+2,200
| +85% | +$232K | 0.04% | 118 |
|
|
2024
Q3 | $275K | Hold |
2,585
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $270K | Buy |
+2,585
| New | +$270K | 0.03% | 137 |
|
|
2023
Q4 | – | Sell |
-3,275
| Closed | -$337K | – | 165 |
|
|
2023
Q3 | $337K | Sell |
3,275
-610
| -16% | -$62.7K | 0.04% | 119 |
|
|
2023
Q2 | $404K | Sell |
3,885
-385
| -9% | -$40.1K | 0.05% | 115 |
|
|
2023
Q1 | $447K | Sell |
4,270
-480
| -10% | -$50.2K | 0.05% | 111 |
|
|
2022
Q4 | $495K | Hold |
4,750
| – | – | 0.06% | 114 |
|
|
2022
Q3 | $488K | Buy |
+4,750
| New | +$488K | 0.06% | 103 |
|