JBA
Johnson Bixby & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
33,148
+245
| +0.7% | +$26.1K | 0.48% | 28 |
|
|
2025
Q1 | $3.47M | Buy |
32,903
+394
| +1% | +$41.6K | 0.52% | 25 |
|
|
2024
Q4 | $3.43M | Sell |
32,509
-301
| -0.9% | -$31.7K | 0.52% | 26 |
|
|
2024
Q3 | $3.48M | Sell |
32,810
-7,224
| -18% | -$767K | 0.53% | 27 |
|
|
2024
Q2 | $4.19M | Sell |
40,034
-1,578
| -4% | -$165K | 0.7% | 22 |
|
|
2024
Q1 | $4.36M | Sell |
41,612
-11,151
| -21% | -$1.17M | 0.76% | 22 |
|
|
2023
Q4 | $5.56M | Sell |
52,763
-6,111
| -10% | -$644K | 1.05% | 21 |
|
|
2023
Q3 | $6.06M | Sell |
58,874
-7,906
| -12% | -$813K | 1.26% | 19 |
|
|
2023
Q2 | $6.95M | Buy |
66,780
+7,314
| +12% | +$761K | 1.44% | 18 |
|
|
2023
Q1 | $6.22M | Buy |
59,466
+12,218
| +26% | +$1.28M | 1.37% | 18 |
|
|
2022
Q4 | $4.93M | Buy |
47,248
+7,171
| +18% | +$748K | 1.15% | 20 |
|
|
2022
Q3 | $4.11M | Buy |
40,077
+5,721
| +17% | +$587K | 1.03% | 21 |
|
|
2022
Q2 | $3.6M | Buy |
34,356
+14,120
| +70% | +$1.48M | 0.88% | 23 |
|
|
2022
Q1 | $2.12M | Buy |
20,236
+12,250
| +153% | +$1.28M | 0.55% | 26 |
|
|
2021
Q4 | $857K | Buy |
7,986
+2,030
| +34% | +$218K | 0.23% | 37 |
|
|
2021
Q3 | $641K | Buy |
5,956
+631
| +12% | +$67.9K | 0.19% | 38 |
|
|
2021
Q2 | $574K | Buy |
5,325
+1,709
| +47% | +$184K | 0.17% | 41 |
|
|
2021
Q1 | $390K | Buy |
3,616
+904
| +33% | +$97.5K | 0.12% | 48 |
|
|
2020
Q4 | $293K | Buy |
+2,712
| New | +$293K | 0.1% | 57 |
|