Garden State Investment Advisory Services’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 | $268K | Sell |
2,517
-1,131
| -31% | -$121K | 0.07% | 224 |
|
|
2025
Q1 | $386K | Buy |
3,648
+11
| +0.3% | +$1.16K | 0.12% | 152 |
|
|
2024
Q4 | $384K | Buy |
3,637
+81
| +2% | +$8.56K | 0.11% | 146 |
|
|
2024
Q3 | $378K | Buy |
3,556
+21
| +0.6% | +$2.23K | 0.12% | 146 |
|
|
2024
Q2 | $370K | Sell |
3,535
-450
| -11% | -$47.2K | 0.13% | 139 |
|
|
2024
Q1 | $418K | Sell |
3,985
-111
| -3% | -$11.6K | 0.15% | 131 |
|
|
2023
Q4 | $432K | Sell |
4,096
-604
| -13% | -$63.7K | 0.17% | 117 |
|
|
2023
Q3 | $484K | Sell |
4,700
-3,062
| -39% | -$315K | 0.22% | 94 |
|
|
2023
Q2 | $808K | Buy |
7,762
+116
| +2% | +$12.1K | 0.32% | 66 |
|
|
2023
Q1 | $801K | Buy |
7,646
+2,338
| +44% | +$245K | 0.35% | 54 |
|
|
2022
Q4 | $554K | Buy |
+5,308
| New | +$554K | 0.33% | 68 |
|