Main Line Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
14,918
+732
| +5% | +$77.8K | 0.9% | 16 |
|
|
2025
Q1 | $1.5M | Sell |
14,186
-5,074
| -26% | -$536K | 0.97% | 16 |
|
|
2024
Q4 | $2.03M | Buy |
19,260
+4,269
| +28% | +$450K | 1.34% | 14 |
|
|
2024
Q3 | $1.59M | Sell |
14,991
-183
| -1% | -$19.4K | 1.09% | 13 |
|
|
2024
Q2 | $1.59M | Buy |
15,174
+152
| +1% | +$15.9K | 1.21% | 13 |
|
|
2024
Q1 | $1.57M | Buy |
15,022
+1,465
| +11% | +$153K | 1.24% | 13 |
|
|
2023
Q4 | $1.43M | Buy |
+13,557
| New | +$1.43M | 1.24% | 14 |
|
|
2023
Q2 | $2.06M | Buy |
+19,776
| New | +$2.06M | 1.93% | 13 |
|