Hudson Valley Investment 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 | $1.2M | Hold |
11,278
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $1.19M | Hold |
11,278
| – | – | 0.14% | 89 |
|
|
2024
Q4 | $1.19M | Hold |
11,278
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $1.2M | Buy |
11,278
+4,063
| +56% | +$431K | 0.13% | 92 |
|
|
2024
Q2 | $760K | Sell |
7,215
-2,393
| -25% | -$252K | 0.1% | 111 |
|
|
2024
Q1 | $1.01M | Buy |
9,608
+2,393
| +33% | +$251K | 0.12% | 98 |
|
|
2023
Q4 | $760K | Buy |
7,215
+2,515
| +54% | +$265K | 0.1% | 111 |
|
|
2023
Q3 | $483K | Buy |
4,700
+2,000
| +74% | +$206K | 0.07% | 135 |
|
|
2023
Q2 | $281K | Buy |
+2,700
| New | +$281K | 0.04% | 174 |
|