HCR Wealth 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 | $425K | Hold |
4,000
| – | – | 0.05% | 158 |
|
|
2025
Q1 | $422K | Hold |
4,000
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $422K | Hold |
4,000
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $425K | Hold |
4,000
| – | – | 0.06% | 153 |
|
|
2024
Q2 | $418K | Sell |
4,000
-31
| -0.8% | -$3.24K | 0.06% | 144 |
|
|
2024
Q1 | $422K | Hold |
4,031
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $425K | Buy |
4,031
+31
| +0.8% | +$3.27K | 0.07% | 130 |
|
|
2023
Q3 | $411K | Sell |
4,000
-2,000
| -33% | -$206K | 0.09% | 113 |
|
|
2023
Q2 | $624K | Hold |
6,000
| – | – | 0.12% | 99 |
|
|
2023
Q1 | $628K | Hold |
6,000
| – | – | 0.12% | 101 |
|
|
2022
Q4 | $626K | Hold |
6,000
| – | – | 0.13% | 99 |
|
|
2022
Q3 | $616K | Buy |
6,000
+3,950
| +193% | +$406K | 0.13% | 98 |
|
|
2022
Q2 | $215K | Buy |
+2,050
| New | +$215K | 0.04% | 161 |
|