IAM 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 | $1.67M | Sell |
15,748
-28
| -0.2% | -$2.98K | 0.4% | 42 |
|
|
2025
Q1 | $1.67M | Sell |
15,776
-1,265
| -7% | -$134K | 0.43% | 40 |
|
|
2024
Q4 | $1.8M | Buy |
17,041
+161
| +1% | +$17K | 0.46% | 39 |
|
|
2024
Q3 | $1.79M | Buy |
16,880
+271
| +2% | +$28.8K | 0.45% | 43 |
|
|
2024
Q2 | $1.74M | Buy |
16,609
+559
| +3% | +$58.4K | 0.47% | 39 |
|
|
2024
Q1 | $1.68M | Buy |
16,050
+6,018
| +60% | +$630K | 0.46% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
10,032
+127
| +1% | +$13.4K | 0.33% | 45 |
|
|
2023
Q3 | $1.02M | Buy |
9,905
+1,225
| +14% | +$126K | 0.36% | 43 |
|
|
2023
Q2 | $903K | Buy |
8,680
+111
| +1% | +$11.5K | 0.31% | 45 |
|
|
2023
Q1 | $897K | Buy |
8,569
+22
| +0.3% | +$2.3K | 0.31% | 48 |
|
|
2022
Q4 | $891K | Buy |
8,547
+5,182
| +154% | +$540K | 0.33% | 44 |
|
|
2022
Q3 | $345K | Buy |
3,365
+1,168
| +53% | +$120K | 0.15% | 63 |
|
|
2022
Q2 | $230K | Buy |
+2,197
| New | +$230K | 0.09% | 71 |
|