Harbor Investment Advisory’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 | $22.8K | Buy |
214
+16
| +8% | +$1.7K | ﹤0.01% | 765 |
|
2025
Q1 | $20.9K | Hold |
198
| – | – | ﹤0.01% | 762 |
|
2024
Q4 | $20.9K | Buy |
198
+145
| +274% | +$15.3K | ﹤0.01% | 737 |
|
2024
Q3 | $5.63K | Hold |
53
| – | – | ﹤0.01% | 959 |
|
2024
Q2 | $5.54K | Hold |
53
| – | – | ﹤0.01% | 955 |
|
2024
Q1 | $5.55K | Hold |
53
| – | – | ﹤0.01% | 960 |
|
2023
Q4 | $5.59K | Hold |
53
| – | – | ﹤0.01% | 922 |
|
2023
Q3 | $5.45K | Hold |
53
| – | – | ﹤0.01% | 904 |
|
2023
Q2 | $5.51K | Hold |
53
| – | – | ﹤0.01% | 1117 |
|
2023
Q1 | $5.55K | Hold |
53
| – | – | ﹤0.01% | 1117 |
|
2022
Q4 | $5.53K | Hold |
53
| – | – | ﹤0.01% | 1097 |
|
2022
Q3 | $5K | Sell |
53
-103
| -66% | -$9.72K | ﹤0.01% | 1142 |
|
2022
Q2 | $16K | Buy |
156
+53
| +51% | +$5.44K | ﹤0.01% | 948 |
|
2022
Q1 | $11K | Hold |
103
| – | – | ﹤0.01% | 1041 |
|
2021
Q4 | $11K | Hold |
103
| – | – | ﹤0.01% | 1039 |
|
2021
Q3 | $11K | Hold |
103
| – | – | ﹤0.01% | 1043 |
|
2021
Q2 | $11K | Hold |
103
| – | – | ﹤0.01% | 1003 |
|
2021
Q1 | $11K | Buy |
+103
| New | +$11K | ﹤0.01% | 970 |
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1211 |
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1166 |
|