Gould Asset Management’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 | $670K | Buy |
+6,300
| New | +$670K | 0.13% | 84 |
|
|
2024
Q1 | – | Sell |
-4,810
| Closed | -$507K | – | 164 |
|
|
2023
Q4 | $507K | Buy |
4,810
+35
| +0.7% | +$3.69K | 0.13% | 81 |
|
|
2023
Q3 | $491K | Buy |
4,775
+45
| +1% | +$4.63K | 0.14% | 76 |
|
|
2023
Q2 | $492K | Buy |
4,730
+80
| +2% | +$8.32K | 0.14% | 78 |
|
|
2023
Q1 | $487K | Sell |
4,650
-175
| -4% | -$18.3K | 0.14% | 77 |
|
|
2022
Q4 | $503K | Buy |
4,825
+640
| +15% | +$66.7K | 0.15% | 80 |
|
|
2022
Q3 | $430K | Sell |
4,185
-215
| -5% | -$22.1K | 0.15% | 79 |
|
|
2022
Q2 | $461K | Sell |
4,400
-235
| -5% | -$24.6K | 0.15% | 80 |
|
|
2022
Q1 | $485K | Sell |
4,635
-170
| -4% | -$17.8K | 0.14% | 74 |
|
|
2021
Q4 | $516K | Sell |
4,805
-440
| -8% | -$47.3K | 0.14% | 77 |
|
|
2021
Q3 | $564K | Sell |
5,245
-665
| -11% | -$71.5K | 0.17% | 62 |
|
|
2021
Q2 | $637K | Buy |
5,910
+75
| +1% | +$8.08K | 0.18% | 66 |
|
|
2021
Q1 | $629K | Buy |
5,835
+710
| +14% | +$76.5K | 0.19% | 63 |
|
|
2020
Q4 | $554K | Sell |
5,125
-220
| -4% | -$23.8K | 0.17% | 69 |
|
|
2020
Q3 | $578K | Sell |
5,345
-2,570
| -32% | -$278K | 0.2% | 59 |
|
|
2020
Q2 | $854K | Buy |
7,915
+4,480
| +130% | +$483K | 0.3% | 46 |
|
|
2020
Q1 | $365K | Buy |
3,435
+270
| +9% | +$28.7K | 0.14% | 79 |
|
|
2019
Q4 | $338K | Sell |
3,165
-320
| -9% | -$34.2K | 0.11% | 101 |
|
|
2019
Q3 | $371K | Buy |
3,485
+105
| +3% | +$11.2K | 0.13% | 90 |
|
|
2019
Q2 | $360K | Sell |
3,380
-190
| -5% | -$20.2K | 0.13% | 86 |
|
|
2019
Q1 | $378K | Buy |
3,570
+20
| +0.6% | +$2.12K | 0.14% | 85 |
|
|
2018
Q4 | $374K | Buy |
3,550
+1,570
| +79% | +$165K | 0.16% | 73 |
|
|
2018
Q3 | $207K | Buy |
+1,980
| New | +$207K | 0.08% | 131 |
|