Helium 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
$530K Buy
4,984
+235
+5% +$25K 0.34% 51
2025
Q1
$502K Buy
4,749
+62
+1% +$6.55K 0.37% 51
2024
Q4
$494K Buy
+4,687
New +$494K 0.39% 48