Everett Harris & Co’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 | $319K | Hold |
3,000
| – | – | ﹤0.01% | 263 |
|
|
2025
Q1 | $317K | Hold |
3,000
| – | – | ﹤0.01% | 259 |
|
|
2024
Q4 | $316K | Hold |
3,000
| – | – | ﹤0.01% | 238 |
|
|
2024
Q3 | $319K | Hold |
3,000
| – | – | ﹤0.01% | 228 |
|
|
2024
Q2 | $314K | Hold |
3,000
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $314K | Hold |
3,000
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $316K | Hold |
3,000
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $309K | Hold |
3,000
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $312K | Hold |
3,000
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $314K | Hold |
3,000
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $313K | Hold |
3,000
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $308K | Hold |
3,000
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $314K | Hold |
3,000
| – | – | 0.01% | 212 |
|
|
2022
Q1 | $314K | Hold |
3,000
| – | – | ﹤0.01% | 223 |
|
|
2021
Q4 | $322K | Hold |
3,000
| – | – | ﹤0.01% | 225 |
|
|
2021
Q3 | $323K | Hold |
3,000
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $323K | Hold |
3,000
| – | – | 0.01% | 221 |
|
|
2021
Q1 | $323K | Hold |
3,000
| – | – | 0.01% | 215 |
|
|
2020
Q4 | $324K | Buy |
3,000
+1,000
| +50% | +$108K | 0.01% | 212 |
|
|
2020
Q3 | $216K | Hold |
2,000
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $216K | Buy |
+2,000
| New | +$216K | ﹤0.01% | 222 |
|