Emerald 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
2022
Q2
Sell
-3,244
Closed -$339K 95
2022
Q1
$339K Sell
3,244
-810
-20% -$84.6K 0.08% 71
2021
Q4
$435K Sell
4,054
-14,760
-78% -$1.58M 0.1% 58
2021
Q3
$2.02M Buy
18,814
+2,296
+14% +$247K 0.58% 20
2021
Q2
$1.78M Buy
16,518
+2,187
+15% +$236K 0.56% 21
2021
Q1
$1.55M Buy
14,331
+137
+1% +$14.8K 0.56% 21
2020
Q4
$1.54M Buy
14,194
+1,755
+14% +$190K 0.53% 18
2020
Q3
$1.35M Buy
12,439
+400
+3% +$43.3K 0.51% 23
2020
Q2
$1.3M Buy
12,039
+599
+5% +$64.6K 0.57% 22
2020
Q1
$1.22M Buy
+11,440
New +$1.22M 0.55% 19