Equita Financial Network’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
$2.86M Sell
26,927
-5,159
-16% -$549K 1.14% 17
2025
Q1
$3.39M Sell
32,086
-1,221
-4% -$129K 1.18% 20
2024
Q4
$3.51M Buy
33,307
+2,156
+7% +$227K 1.27% 20
2024
Q3
$3.31M Buy
31,151
+10,289
+49% +$1.09M 1.21% 21
2024
Q2
$2.18M Buy
20,862
+11,733
+129% +$1.23M 0.91% 27
2024
Q1
$956K Sell
9,129
-9,549
-51% -$1,000K 0.43% 40
2023
Q4
$1.97M Buy
18,678
+1,393
+8% +$147K 1.05% 27
2023
Q3
$1.78M Buy
+17,285
New +$1.78M 1.09% 25