Everhart Financial Group’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 | $873K | Sell |
8,212
-1,439
| -15% | -$153K | 0.1% | 137 |
|
|
2025
Q1 | $1.02M | Sell |
9,651
-327
| -3% | -$34.5K | 0.14% | 105 |
|
|
2024
Q4 | $1.05M | Sell |
9,978
-54
| -0.5% | -$5.7K | 0.22% | 93 |
|
|
2024
Q3 | $1.07M | Sell |
10,032
-1,640
| -14% | -$174K | 0.24% | 95 |
|
|
2024
Q2 | $1.22M | Buy |
11,672
+365
| +3% | +$38.2K | 0.32% | 56 |
|
|
2024
Q1 | $1.18M | Buy |
11,307
+243
| +2% | +$25.4K | 0.34% | 53 |
|
|
2023
Q4 | $1.17M | Sell |
11,064
-3,160
| -22% | -$333K | 0.41% | 50 |
|
|
2023
Q3 | $1.46M | Buy |
14,224
+164
| +1% | +$16.9K | 0.62% | 34 |
|
|
2023
Q2 | $1.46M | Sell |
14,060
-28
| -0.2% | -$2.91K | 0.61% | 35 |
|
|
2023
Q1 | $1.47M | Sell |
14,088
-883
| -6% | -$92.4K | 0.66% | 32 |
|
|
2022
Q4 | $1.56M | Buy |
14,971
+7,131
| +91% | +$744K | 0.78% | 29 |
|
|
2022
Q3 | $805K | Sell |
7,840
-6,604
| -46% | -$678K | 0.45% | 42 |
|
|
2022
Q2 | $1.51M | Buy |
14,444
+874
| +6% | +$91.5K | 0.92% | 26 |
|
|
2022
Q1 | $1.42M | Sell |
13,570
-5,859
| -30% | -$613K | 0.82% | 29 |
|
|
2021
Q4 | $2.09M | Buy |
19,429
+6,396
| +49% | +$687K | 1.26% | 23 |
|
|
2021
Q3 | $1.4M | Sell |
13,033
-2,042
| -14% | -$220K | 0.96% | 27 |
|
|
2021
Q2 | $1.63M | Sell |
15,075
-3,969
| -21% | -$428K | 1.12% | 24 |
|
|
2021
Q1 | $2.05M | Buy |
19,044
+2,336
| +14% | +$252K | 1.8% | 14 |
|
|
2020
Q4 | $1.81M | Buy |
+16,708
| New | +$1.81M | 1.67% | 17 |
|