Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$6.78K | – | 146 |
|
|
2022
Q4 | $6.78K | Hold |
65
| – | – | ﹤0.01% | 159 |
|
|
2022
Q3 | $7K | Sell |
65
-7
| -10% | -$731 | ﹤0.01% | 158 |
|
|
2022
Q2 | $8K | Sell |
72
-2
| -3% | -$208 | ﹤0.01% | 143 |
|
|
2022
Q1 | $8K | Sell |
74
-3
| -4% | -$317 | ﹤0.01% | 154 |
|
|
2021
Q4 | $8K | Hold |
77
| – | – | ﹤0.01% | 153 |
|
|
2021
Q3 | $8K | Sell |
77
-1
| -1% | -$108 | ﹤0.01% | 161 |
|
|
2021
Q2 | $8K | Hold |
78
| – | – | ﹤0.01% | 164 |
|
|
2021
Q1 | $8K | Buy |
78
+1
| +1% | +$108 | ﹤0.01% | 156 |
|
|
2020
Q4 | $8K | Sell |
77
-196
| -72% | -$21.2K | ﹤0.01% | 153 |
|
|
2020
Q3 | $30K | Buy |
273
+1
| +0.4% | +$108 | 0.01% | 117 |
|
|
2020
Q2 | $29K | Hold |
272
| – | – | 0.01% | 114 |
|
|
2020
Q1 | $29K | Buy |
272
+8
| +3% | +$851 | 0.03% | 77 |
|
|
2019
Q4 | $28K | Sell |
264
-1
| -0.4% | -$107 | 0.01% | 123 |
|
|
2019
Q3 | $28K | Buy |
265
+1
| +0.4% | +$107 | 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% | -$7.64K | 0.01% | 74 |
|
|
2018
Q3 | $35K | Sell |
336
-1
| -0.3% | -$105 | 0.02% | 95 |
|
|
2018
Q2 | $35K | Sell |
337
-4
| -1% | -$419 | 0.02% | 94 |
|
|
2018
Q1 | $36K | Sell |
341
-1
| -0.3% | -$105 | 0.02% | 92 |
|
|
2017
Q4 | $36K | Buy |
342
+37
| +12% | +$3.9K | 0.02% | 96 |
|
|
2017
Q3 | $32K | Buy |
305
+1
| +0.3% | +$106 | 0.01% | 84 |
|
|
2017
Q2 | $32K | Hold |
304
| – | – | 0.02% | 84 |
|
|
2017
Q1 | $32K | Sell |
304
-29
| -9% | -$3.06K | 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% | +$1.38K | 0.02% | 70 |
|
|
2015
Q3 | $33K | Sell |
310
-2
| -0.6% | -$212 | 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% | +$31.6K | 0.04% | 56 |
|
|
2014
Q3 | $42K | Buy |
398
+59
| +17% | +$6.27K | 0.02% | 66 |
|
|
2014
Q2 | $36K | Buy |
339
+249
| +277% | +$26.5K | 0.02% | 63 |
|
|
2014
Q1 | $10K | Buy |
90
+2
| +2% | +$213 | 0.01% | 68 |
|
|
2013
Q4 | $9K | Hold |
88
| – | – | 0.01% | 64 |
|
|
2013
Q3 | $9K | Buy |
+88
| New | +$9.3K | 0.01% | 63 |
|
Other funds holding SUB
WL
Interactive Financial Advisors's SUB Position: Q1 2023 in Review
Interactive Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 65 shares — an estimated $6.78K sold.
Interactive Financial Advisors first reported a position in SUB in Q3 2013 and held it in 38 quarters. The position peaked at $74K in Q4 2014. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2023.
- Interactive Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
- Interactive Financial Advisors sold 65 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $6.78K.
- Interactive Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2013 and held it in 38 quarters.
- Interactive Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $74K in Q4 2014.
- 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.
Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.