EA
Efficient Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
7,202
-11,422
| -61% | -$1.21M | 0.05% | 60 |
|
|
2025
Q1 | $1.97M | Sell |
18,624
-2,560
| -12% | -$270K | 0.13% | 43 |
|
|
2024
Q4 | $2.23M | Sell |
21,184
-1,887
| -8% | -$199K | 0.14% | 42 |
|
|
2024
Q3 | $2.45M | Sell |
23,071
-1,443
| -6% | -$153K | 0.15% | 43 |
|
|
2024
Q2 | $2.56M | Sell |
24,514
-2,309
| -9% | -$241K | 0.17% | 42 |
|
|
2024
Q1 | $2.81M | Buy |
26,823
+470
| +2% | +$49.2K | 0.18% | 44 |
|
|
2023
Q4 | $2.78M | Sell |
26,353
-1,130
| -4% | -$119K | 0.19% | 45 |
|
|
2023
Q3 | $2.83M | Sell |
27,483
-763
| -3% | -$78.5K | 0.19% | 44 |
|
|
2023
Q2 | $2.94M | Sell |
28,246
-471
| -2% | -$49K | 0.19% | 44 |
|
|
2023
Q1 | $3.01M | Sell |
28,717
-537
| -2% | -$56.2K | 0.21% | 42 |
|
|
2022
Q4 | $3.05M | Sell |
29,254
-702
| -2% | -$73.2K | 0.31% | 36 |
|
|
2022
Q3 | $3.08M | Sell |
29,956
-524
| -2% | -$53.8K | 0.27% | 35 |
|
|
2022
Q2 | $3.19M | Sell |
30,480
-2,403
| -7% | -$251K | 0.27% | 35 |
|
|
2022
Q1 | $3.44M | Sell |
32,883
-1,139
| -3% | -$119K | 0.26% | 35 |
|
|
2021
Q4 | $3.65M | Buy |
34,022
+14
| +0% | +$1.5K | 0.26% | 36 |
|
|
2021
Q3 | $3.66M | Sell |
34,008
-1,430
| -4% | -$154K | 0.35% | 35 |
|
|
2021
Q2 | $3.82M | Buy |
35,438
+1,913
| +6% | +$206K | 0.47% | 35 |
|
|
2021
Q1 | $3.62M | Sell |
33,525
-3,763
| -10% | -$406K | 0.5% | 35 |
|
|
2020
Q4 | $4.03M | Sell |
37,288
-1,474
| -4% | -$159K | 0.62% | 29 |
|
|
2020
Q3 | $4.19M | Sell |
38,762
-2,758
| -7% | -$298K | 0.77% | 20 |
|
|
2020
Q2 | $4.48M | Sell |
41,520
-2,039
| -5% | -$220K | 0.83% | 18 |
|
|
2020
Q1 | $4.63M | Sell |
43,559
-3,905
| -8% | -$415K | 0.97% | 18 |
|
|
2019
Q4 | $5.07M | Buy |
47,464
+177
| +0.4% | +$18.9K | 0.88% | 19 |
|
|
2019
Q3 | $5.04M | Sell |
47,287
-1,366
| -3% | -$146K | 0.92% | 18 |
|
|
2019
Q2 | $5.18M | Buy |
48,653
+2,193
| +5% | +$234K | 0.91% | 20 |
|
|
2019
Q1 | $4.93M | Buy |
46,460
+1,071
| +2% | +$114K | 0.86% | 20 |
|
|
2018
Q4 | $4.78M | Sell |
45,389
-2,243
| -5% | -$236K | 0.89% | 20 |
|
|
2018
Q3 | $4.99M | Sell |
47,632
-1,104
| -2% | -$116K | 0.85% | 20 |
|
|
2018
Q2 | $5.12M | Buy |
48,736
+3,662
| +8% | +$385K | 0.87% | 19 |
|
|
2018
Q1 | $4.73M | Buy |
45,074
+1,443
| +3% | +$151K | 0.8% | 21 |
|
|
2017
Q4 | $4.58M | Buy |
43,631
+1,729
| +4% | +$181K | 0.76% | 21 |
|
|
2017
Q3 | $4.44M | Sell |
41,902
-48,581
| -54% | -$5.15M | 0.76% | 21 |
|
|
2017
Q2 | $9.57M | Sell |
90,483
-12,772
| -12% | -$1.35M | 1.41% | 18 |
|
|
2017
Q1 | $10.9M | Buy |
103,255
+8,749
| +9% | +$924K | 1.53% | 16 |
|
|
2016
Q4 | $9.93M | Buy |
94,506
+1,547
| +2% | +$163K | 1.42% | 16 |
|
|
2016
Q3 | $9.85M | Buy |
92,959
+21,649
| +30% | +$2.29M | 1.45% | 17 |
|
|
2016
Q2 | $7.58M | Buy |
71,310
+24,265
| +52% | +$2.58M | 1.21% | 21 |
|
|
2016
Q1 | $4.99M | Buy |
+47,045
| New | +$4.99M | 0.9% | 23 |
|