Integrated Advisors Network’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 | $5.57M | Sell |
52,262
-35,681
| -41% | -$3.82M | 0.29% | 87 |
|
|
2025
Q4 | $9.38M | Sell |
87,943
-2,923
| -3% | -$311K | 0.42% | 51 |
|
|
2025
Q3 | $9.7M | Sell |
90,866
-3,352
| -4% | -$358K | 0.41% | 54 |
|
|
2025
Q2 | $10M | Buy |
94,218
+29,544
| +46% | +$3.12M | 0.45% | 45 |
|
|
2025
Q1 | $6.83M | Sell |
64,674
-18,326
| -22% | -$1.94M | 0.35% | 70 |
|
|
2024
Q4 | $8.75M | Sell |
83,000
-4,844
| -6% | -$512K | 0.42% | 48 |
|
|
2024
Q3 | $9.33M | Sell |
87,844
-9,899
| -10% | -$1.04M | 0.45% | 49 |
|
|
2024
Q2 | $10.2M | Sell |
97,743
-2,497
| -2% | -$261K | 0.53% | 35 |
|
|
2024
Q1 | $10.5M | Buy |
100,240
+3,532
| +4% | +$371K | 0.54% | 37 |
|
|
2023
Q4 | $10.2M | Sell |
96,708
-11,393
| -11% | -$1.19M | 0.58% | 33 |
|
|
2023
Q3 | $11.1M | Buy |
108,101
+1,061
| +1% | +$110K | 0.68% | 24 |
|
|
2023
Q2 | $11.1M | Sell |
107,040
-8,164
| -7% | -$850K | 0.64% | 28 |
|
|
2023
Q1 | $12.1M | Buy |
115,204
+5,755
| +5% | +$601K | 0.72% | 22 |
|
|
2022
Q4 | $11.4M | Sell |
109,449
-16,067
| -13% | -$1.66M | 0.74% | 25 |
|
|
2022
Q3 | $12.9M | Sell |
125,516
-31,105
| -20% | -$3.25M | 0.88% | 17 |
|
|
2022
Q2 | $16.4M | Sell |
156,621
-4,450
| -3% | -$463K | 1.07% | 14 |
|
|
2022
Q1 | $16.8M | Buy |
161,071
+4,106
| +3% | +$435K | 0.99% | 15 |
|
|
2021
Q4 | $16.9M | Buy |
156,965
+36,181
| +30% | +$3.89M | 0.99% | 19 |
|
|
2021
Q3 | $13M | Buy |
120,784
+23,054
| +24% | +$2.49M | 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% | -$71.7K | 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% | +$2.23M | 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 | +$4.61M | 0.62% | 35 |
|