Integrated Advisors Network’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 | $10M | Buy |
94,218
+29,544
| +46% | +$3.14M | 0.45% | 45 |
|
2025
Q1 | $6.83M | Sell |
64,674
-18,326
| -22% | -$1.94M | 0.34% | 70 |
|
2024
Q4 | $8.75M | Sell |
83,000
-4,844
| -6% | -$511K | 0.42% | 48 |
|
2024
Q3 | $9.33M | Sell |
87,844
-9,899
| -10% | -$1.05M | 0.44% | 48 |
|
2024
Q2 | $10.2M | Sell |
97,743
-2,497
| -2% | -$261K | 0.52% | 35 |
|
2024
Q1 | $10.5M | Buy |
100,240
+3,532
| +4% | +$370K | 0.53% | 37 |
|
2023
Q4 | $10.2M | Sell |
96,708
-11,393
| -11% | -$1.2M | 0.58% | 33 |
|
2023
Q3 | $11.1M | Buy |
108,101
+1,061
| +1% | +$109K | 0.68% | 24 |
|
2023
Q2 | $11.1M | Sell |
107,040
-8,164
| -7% | -$849K | 0.64% | 28 |
|
2023
Q1 | $12.1M | Buy |
115,204
+5,755
| +5% | +$602K | 0.72% | 22 |
|
2022
Q4 | $11.4M | Sell |
109,449
-16,067
| -13% | -$1.68M | 0.74% | 25 |
|
2022
Q3 | $12.9M | Sell |
125,516
-31,105
| -20% | -$3.19M | 0.88% | 17 |
|
2022
Q2 | $16.4M | Sell |
156,621
-4,450
| -3% | -$466K | 1.07% | 14 |
|
2022
Q1 | $16.8M | Buy |
161,071
+4,106
| +3% | +$429K | 0.99% | 15 |
|
2021
Q4 | $16.9M | Buy |
156,965
+36,181
| +30% | +$3.88M | 0.99% | 19 |
|
2021
Q3 | $13M | Buy |
120,784
+23,054
| +24% | +$2.48M | 0.86% | 21 |
|
2021
Q2 | $10.5M | Sell |
97,730
-30,771
| -24% | -$3.32M | 0.78% | 26 |
|
2021
Q1 | $13.9M | Buy |
128,501
+33,087
| +35% | +$3.57M | 1.27% | 11 |
|
2020
Q4 | $10.3M | Sell |
95,414
-664
| -0.7% | -$71.8K | 1.13% | 15 |
|
2020
Q3 | $10.4M | Buy |
96,078
+770
| +0.8% | +$83.2K | 1.31% | 13 |
|
2020
Q2 | $10.3M | Buy |
95,308
+20,811
| +28% | +$2.24M | 1.2% | 16 |
|
2020
Q1 | $7.92M | Buy |
74,497
+31,264
| +72% | +$3.32M | 1.55% | 11 |
|
2019
Q4 | $4.62M | Buy |
+43,233
| New | +$4.62M | 0.62% | 35 |
|