Interactive Financial 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
2023
Q1
Sell
-65
Closed -$6.78K 146
2022
Q4
$6.78K Hold
65
﹤0.01% 159
2022
Q3
$7K Sell
65
-7
-10% -$754 ﹤0.01% 158
2022
Q2
$8K Sell
72
-2
-3% -$222 ﹤0.01% 143
2022
Q1
$8K Sell
74
-3
-4% -$324 ﹤0.01% 154
2021
Q4
$8K Hold
77
﹤0.01% 153
2021
Q3
$8K Sell
77
-1
-1% -$104 ﹤0.01% 161
2021
Q2
$8K Hold
78
﹤0.01% 164
2021
Q1
$8K Buy
78
+1
+1% +$103 ﹤0.01% 156
2020
Q4
$8K Sell
77
-196
-72% -$20.4K ﹤0.01% 153
2020
Q3
$30K Buy
273
+1
+0.4% +$110 0.01% 117
2020
Q2
$29K Hold
272
0.01% 114
2020
Q1
$29K Buy
272
+8
+3% +$853 0.03% 77
2019
Q4
$28K Sell
264
-1
-0.4% -$106 0.01% 123
2019
Q3
$28K Buy
265
+1
+0.4% +$106 0.01% 106
2019
Q2
$28K Sell
264
-1
-0.4% -$106 0.01% 116
2019
Q1
$28K Buy
265
+2
+0.8% +$211 0.01% 100
2018
Q4
$28K Sell
263
-73
-22% -$7.77K 0.01% 74
2018
Q3
$35K Sell
336
-1
-0.3% -$104 0.02% 95
2018
Q2
$35K Sell
337
-4
-1% -$415 0.02% 94
2018
Q1
$36K Sell
341
-1
-0.3% -$106 0.02% 92
2017
Q4
$36K Buy
342
+37
+12% +$3.9K 0.02% 96
2017
Q3
$32K Buy
305
+1
+0.3% +$105 0.01% 84
2017
Q2
$32K Hold
304
0.02% 84
2017
Q1
$32K Sell
304
-29
-9% -$3.05K 0.02% 88
2016
Q4
$35K Buy
333
+12
+4% +$1.26K 0.02% 86
2016
Q3
$34K Hold
321
0.02% 83
2016
Q2
$34K Hold
321
0.02% 70
2016
Q1
$34K Sell
321
-2
-0.6% -$212 0.02% 66
2015
Q4
$34K Buy
323
+13
+4% +$1.37K 0.02% 70
2015
Q3
$33K Sell
310
-2
-0.6% -$213 0.02% 62
2015
Q2
$33K Sell
312
-228
-42% -$24.1K 0.02% 76
2015
Q1
$57K Sell
540
-156
-22% -$16.5K 0.03% 72
2014
Q4
$74K Buy
696
+298
+75% +$31.7K 0.04% 56
2014
Q3
$42K Buy
398
+59
+17% +$6.23K 0.02% 66
2014
Q2
$36K Buy
339
+249
+277% +$26.4K 0.02% 63
2014
Q1
$10K Buy
90
+2
+2% +$222 0.01% 68
2013
Q4
$9K Hold
88
0.01% 64
2013
Q3
$9K Buy
+88
New +$9K 0.01% 63