Financial Engines 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 | $1.74M | Buy |
16,337
+1,116
| +7% | +$119K | ﹤0.01% | 233 |
|
|
2025
Q1 | $1.61M | Buy |
15,221
+1,967
| +15% | +$208K | ﹤0.01% | 209 |
|
|
2024
Q4 | $1.4M | Buy |
13,254
+377
| +3% | +$39.8K | ﹤0.01% | 229 |
|
|
2024
Q3 | $1.37M | Sell |
12,877
-179
| -1% | -$19K | ﹤0.01% | 212 |
|
|
2024
Q2 | $1.37M | Sell |
13,056
-5,191
| -28% | -$543K | ﹤0.01% | 192 |
|
|
2024
Q1 | $1.91M | Buy |
18,247
+563
| +3% | +$59K | ﹤0.01% | 162 |
|
|
2023
Q4 | $1.86M | Buy |
17,684
+3,488
| +25% | +$368K | ﹤0.01% | 149 |
|
|
2023
Q3 | $1.46M | Sell |
14,196
-3,871
| -21% | -$398K | ﹤0.01% | 146 |
|
|
2023
Q2 | $1.88M | Buy |
18,067
+3,742
| +26% | +$389K | ﹤0.01% | 138 |
|
|
2023
Q1 | $1.5M | Sell |
14,325
-21,587
| -60% | -$2.26M | ﹤0.01% | 155 |
|
|
2022
Q4 | $3.74M | Buy |
35,912
+12,931
| +56% | +$1.35M | 0.01% | 99 |
|
|
2022
Q3 | $2.36M | Sell |
22,981
-915
| -4% | -$93.9K | 0.01% | 113 |
|
|
2022
Q2 | $2.5M | Buy |
23,896
+12,897
| +117% | +$1.35M | 0.01% | 109 |
|
|
2022
Q1 | $1.15M | Sell |
10,999
-1,248
| -10% | -$130K | ﹤0.01% | 154 |
|
|
2021
Q4 | $1.32M | Buy |
12,247
+381
| +3% | +$40.9K | ﹤0.01% | 107 |
|
|
2021
Q3 | $1.28M | Sell |
11,866
-2,123
| -15% | -$228K | ﹤0.01% | 98 |
|
|
2021
Q2 | $1.51M | Sell |
13,989
-33,822
| -71% | -$3.65M | ﹤0.01% | 82 |
|
|
2021
Q1 | $5.16M | Sell |
47,811
-91,952
| -66% | -$9.91M | 0.02% | 70 |
|
|
2020
Q4 | $15.1M | Buy |
139,763
+32,106
| +30% | +$3.47M | 0.05% | 54 |
|
|
2020
Q3 | $11.6M | Buy |
107,657
+40,094
| +59% | +$4.33M | 0.05% | 55 |
|
|
2020
Q2 | $7.29M | Buy |
67,563
+38,294
| +131% | +$4.13M | 0.03% | 60 |
|
|
2020
Q1 | $3.11M | Buy |
29,269
+26,676
| +1,029% | +$2.84M | 0.02% | 69 |
|
|
2019
Q4 | $277K | Buy |
+2,593
| New | +$277K | ﹤0.01% | 124 |
|