Icon 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
Q1 | – | Sell |
-5,078
| Closed | -$536K | – | 529 |
|
|
2024
Q4 | $536K | Sell |
5,078
-17
| -0.3% | -$1.79K | 0.04% | 206 |
|
|
2024
Q3 | $541K | Sell |
5,095
-11
| -0.2% | -$1.17K | 0.05% | 203 |
|
|
2024
Q2 | $538K | Buy |
5,106
+285
| +6% | +$30K | 0.05% | 199 |
|
|
2024
Q1 | $505K | Sell |
4,821
-425
| -8% | -$44.5K | 0.05% | 210 |
|
|
2023
Q4 | $553K | Buy |
+5,246
| New | +$553K | 0.06% | 173 |
|
|
2022
Q4 | $5.44M | Sell |
52,168
-5,114
| -9% | -$533K | 0.63% | 39 |
|
|
2022
Q3 | $5.88M | Buy |
+57,282
| New | +$5.88M | 0.71% | 27 |
|