Farther Finance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
24,545
+4,862
| +25% | +$517K | 0.05% | 301 |
|
|
2025
Q1 | $2.08M | Sell |
19,683
-4,973
| -20% | -$525K | 0.05% | 292 |
|
|
2024
Q4 | $2.6M | Sell |
24,656
-20,514
| -45% | -$2.16M | 0.09% | 175 |
|
|
2024
Q3 | $4.8M | Buy |
45,170
+19,055
| +73% | +$2.02M | 0.18% | 101 |
|
|
2024
Q2 | $2.72M | Buy |
26,115
+8,104
| +45% | +$845K | 0.13% | 125 |
|
|
2024
Q1 | $1.88M | Buy |
18,011
+1,730
| +11% | +$181K | 0.11% | 152 |
|
|
2023
Q4 | $1.72M | Buy |
16,281
+2,320
| +17% | +$245K | 0.12% | 149 |
|
|
2023
Q3 | $1.44M | Buy |
13,961
+2,844
| +26% | +$293K | 0.23% | 85 |
|
|
2023
Q2 | $1.16M | Buy |
11,117
+2,819
| +34% | +$293K | 0.25% | 77 |
|
|
2023
Q1 | $869K | Sell |
8,298
-856
| -9% | -$89.6K | 0.25% | 80 |
|
|
2022
Q4 | $955K | Buy |
+9,154
| New | +$955K | 0.37% | 50 |
|