Financial Advocates Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $742K | Buy |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $673K | Sell |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $264K | Buy |
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