Envestnet Portfolio Solutions’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 | $2.32M | Sell |
21,819
-5,976
| -22% | -$635K | 0.01% | 521 |
|
|
2025
Q1 | $2.94M | Sell |
27,795
-45,815
| -62% | -$4.84M | 0.01% | 490 |
|
|
2024
Q4 | $7.76M | Buy |
73,610
+1,069
| +1% | +$113K | 0.03% | 298 |
|
|
2024
Q3 | $7.7M | Sell |
72,541
-2,808
| -4% | -$298K | 0.03% | 297 |
|
|
2024
Q2 | $7.88M | Buy |
75,349
+10,649
| +16% | +$1.11M | 0.03% | 278 |
|
|
2024
Q1 | $6.78M | Buy |
64,700
+2,156
| +3% | +$226K | 0.03% | 312 |
|
|
2023
Q4 | $6.59M | Sell |
62,544
-193,437
| -76% | -$20.4M | 0.03% | 271 |
|
|
2023
Q3 | $26.3M | Buy |
+255,981
| New | +$26.3M | 0.12% | 95 |
|