IFP Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Buy |
13,042
+673
| +5% | +$72K | 0.03% | 569 |
|
|
2025
Q4 | $1.32M | Buy |
12,369
+2,168
| +21% | +$231K | 0.03% | 548 |
|
|
2025
Q3 | $1.09M | Buy |
10,201
+1,796
| +21% | +$192K | 0.03% | 571 |
|
|
2025
Q2 | $894K | Buy |
8,405
+592
| +8% | +$62.5K | 0.03% | 617 |
|
|
2025
Q1 | $825K | Buy |
7,813
+36
| +0.5% | +$3.81K | 0.03% | 603 |
|
|
2024
Q4 | $860K | Buy |
7,777
+4,449
| +134% | +$470K | 0.03% | 558 |
|
|
2024
Q3 | $354K | Sell |
3,328
-695
| -17% | -$73.3K | 0.01% | 829 |
|
|
2024
Q2 | $421K | Sell |
4,023
-394
| -9% | -$41.2K | 0.02% | 717 |
|
|
2024
Q1 | $463K | Sell |
4,417
-1,211
| -22% | -$127K | 0.02% | 638 |
|
|
2023
Q4 | $593K | Sell |
5,628
-390
| -6% | -$40.6K | 0.03% | 530 |
|
|
2023
Q3 | $619K | Sell |
6,018
-24,727
| -80% | -$2.56M | 0.03% | 521 |
|
|
2023
Q2 | $3.2M | Buy |
30,745
+1,391
| +5% | +$145K | 0.13% | 159 |
|
|
2023
Q1 | $3.07M | Sell |
29,354
-47,727
| -62% | -$4.98M | 0.13% | 156 |
|
|
2022
Q4 | $8.07M | Buy |
77,081
+15,549
| +25% | +$1.61M | 0.22% | 91 |
|
|
2022
Q3 | $6.44M | Buy |
61,532
+4,182
| +7% | +$437K | 0.17% | 118 |
|
|
2022
Q2 | $6.01M | Hold |
57,350
| – | – | 0.19% | 107 |
|
|
2022
Q1 | $6.01M | Buy |
57,350
+31,016
| +118% | +$3.28M | 0.19% | 107 |
|
|
2021
Q4 | $2.83M | Buy |
26,334
+640
| +2% | +$68.7K | 0.06% | 196 |
|
|
2021
Q3 | $2.77M | Buy |
25,694
+1,329
| +5% | +$143K | 0.06% | 201 |
|
|
2021
Q2 | $2.63M | Buy |
24,365
+3,179
| +15% | +$343K | 0.05% | 203 |
|
|
2021
Q1 | $2.28M | Buy |
21,186
+5,588
| +36% | +$603K | 0.04% | 202 |
|
|
2020
Q4 | $1.69M | Buy |
15,598
+14,213
| +1,026% | +$1.53M | 0.07% | 236 |
|
|
2020
Q3 | $150K | Sell |
1,385
-5,977
| -81% | -$646K | 0.01% | 817 |
|
|
2020
Q2 | $795K | Sell |
7,362
-4
| -0.1% | -$428 | 0.06% | 316 |
|
|
2020
Q1 | $782K | Buy |
7,366
+148
| +2% | +$15.7K | 0.08% | 255 |
|
|
2019
Q4 | $770K | Sell |
7,218
-38
| -0.5% | -$4.05K | 0.06% | 334 |
|
|
2019
Q3 | $774K | Buy |
+7,256
| New | +$775K | 0.05% | 368 |
|
|
2019
Q1 | $3K | Sell |
28
-8,509
| -100% | -$899K | ﹤0.01% | 2032 |
|
|
2018
Q4 | $899K | Buy |
8,537
+655
| +8% | +$68.6K | 0.05% | 371 |
|
|
2018
Q3 | $825K | Buy |
7,882
+28
| +0.4% | +$2.94K | 0.03% | 491 |
|
|
2018
Q2 | $825K | Buy |
7,854
+441
| +6% | +$46.2K | 0.03% | 471 |
|
|
2018
Q1 | $777K | Hold |
7,413
| – | – | 0.04% | 466 |
|
|
2017
Q4 | $777K | Buy |
7,413
+29
| +0.4% | +$3.06K | 0.04% | 467 |
|
|
2017
Q3 | $782K | Sell |
7,384
-242
| -3% | -$25.7K | 0.03% | 521 |
|
|
2017
Q2 | $807K | Hold |
7,626
| – | – | 0.03% | 494 |
|
|
2017
Q1 | $805K | Hold |
7,626
| – | – | 0.04% | 493 |
|
|
2016
Q4 | $801K | Hold |
7,626
| – | – | 0.04% | 450 |
|
|
2016
Q3 | $808K | Buy |
7,626
+215
| +3% | +$22.9K | 0.04% | 416 |
|
|
2016
Q2 | $788K | Buy |
7,411
+7,383
| +26,368% | +$784K | 0.04% | 409 |
|
|
2016
Q1 | $3K | Sell |
28
-7,655
| -100% | -$813K | ﹤0.01% | 2028 |
|
|
2015
Q4 | $814K | Buy |
+7,683
| New | +$814K | 0.05% | 357 |
|
Other funds holding SUB
