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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
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|
2025
Q1 | $825K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $3.2M | Buy |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $8.07M | Buy |
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|
2022
Q3 | $6.44M | Buy |
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|
2022
Q2 | $6.01M | Hold |
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|
2022
Q1 | $6.01M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.28M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $150K | Sell |
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|
2020
Q2 | $795K | Sell |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $770K | Sell |
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|
2019
Q3 | $774K | Buy |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $899K | Buy |
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|
2018
Q3 | $825K | Buy |
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|
2018
Q2 | $825K | Buy |
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|
2018
Q1 | $777K | Hold |
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|
2017
Q4 | $777K | Buy |
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|
2017
Q3 | $782K | Sell |
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|
2017
Q2 | $807K | Hold |
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|
2017
Q1 | $805K | Hold |
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|
2016
Q4 | $801K | Hold |
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|
2016
Q3 | $808K | Buy |
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|
2016
Q2 | $788K | Buy |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $814K | Buy |
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