Joel Isaacson & Co’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 | $4.19M | Buy |
39,397
+3,395
| +9% | +$361K | 0.17% | 62 |
|
|
2025
Q1 | $3.8M | Buy |
36,002
+9,598
| +36% | +$1.01M | 0.17% | 58 |
|
|
2024
Q4 | $2.79M | Buy |
26,404
+4,398
| +20% | +$464K | 0.13% | 75 |
|
|
2024
Q3 | $2.34M | Buy |
22,006
+564
| +3% | +$59.9K | 0.11% | 87 |
|
|
2024
Q2 | $2.24M | Sell |
21,442
-667
| -3% | -$69.7K | 0.12% | 80 |
|
|
2024
Q1 | $2.32M | Buy |
22,109
+68
| +0.3% | +$7.12K | 0.13% | 77 |
|
|
2023
Q4 | $2.32M | Sell |
22,041
-967
| -4% | -$102K | 0.14% | 67 |
|
|
2023
Q3 | $2.37M | Sell |
23,008
-1,681
| -7% | -$173K | 0.16% | 62 |
|
|
2023
Q2 | $2.57M | Sell |
24,689
-1,005
| -4% | -$105K | 0.17% | 57 |
|
|
2023
Q1 | $2.69M | Sell |
25,694
-1,524
| -6% | -$160K | 0.19% | 56 |
|
|
2022
Q4 | $2.84M | Buy |
+27,218
| New | +$2.84M | 0.22% | 48 |
|
|
2015
Q1 | – | Sell |
-280
| Closed | -$30K | – | 726 |
|
|
2014
Q4 | $30K | Buy |
+280
| New | +$30K | 0.01% | 381 |
|