HKIM
Hayek Kallen Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Hold |
3,425
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $362K | Hold |
3,425
| – | – | 0.13% | 73 |
|
|
2024
Q4 | $361K | Hold |
3,425
| – | – | 0.13% | 75 |
|
|
2024
Q3 | $364K | Hold |
3,425
| – | – | 0.13% | 74 |
|
|
2024
Q2 | $358K | Hold |
3,425
| – | – | 0.13% | 71 |
|
|
2024
Q1 | $359K | Buy |
3,425
+200
| +6% | +$21K | 0.14% | 71 |
|
|
2023
Q4 | $340K | Buy |
3,225
+300
| +10% | +$31.6K | 0.14% | 68 |
|
|
2023
Q3 | $301K | Hold |
2,925
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $304K | Hold |
2,925
| – | – | 0.13% | 70 |
|
|
2023
Q1 | $306K | Sell |
2,925
-100
| -3% | -$10.5K | 0.14% | 70 |
|
|
2022
Q4 | $315K | Hold |
3,025
| – | – | 0.15% | 68 |
|
|
2022
Q3 | $311K | Buy |
3,025
+100
| +3% | +$10.3K | 0.15% | 72 |
|
|
2022
Q2 | $306K | Hold |
2,925
| – | – | 0.13% | 72 |
|
|
2022
Q1 | $306K | Buy |
2,925
+100
| +4% | +$10.5K | 0.11% | 74 |
|
|
2021
Q4 | $303K | Buy |
+2,825
| New | +$303K | 0.11% | 75 |
|