McAdam LLC’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 | $1.53M | Sell |
14,432
-663
| -4% | -$70.5K | 0.08% | 115 |
|
|
2025
Q1 | $1.59M | Sell |
15,095
-7,338
| -33% | -$775K | 0.1% | 101 |
|
|
2024
Q4 | $2.37M | Sell |
22,433
-1,968
| -8% | -$208K | 0.13% | 86 |
|
|
2024
Q3 | $2.59M | Sell |
24,401
-727
| -3% | -$77.2K | 0.15% | 83 |
|
|
2024
Q2 | $2.63M | Sell |
25,128
-460
| -2% | -$48.1K | 0.16% | 75 |
|
|
2024
Q1 | $2.68M | Sell |
25,588
-2,001
| -7% | -$210K | 0.17% | 71 |
|
|
2023
Q4 | $2.91M | Sell |
27,589
-883
| -3% | -$93.1K | 0.21% | 62 |
|
|
2023
Q3 | $2.93M | Sell |
28,472
-774
| -3% | -$79.6K | 0.24% | 56 |
|
|
2023
Q2 | $3.04M | Buy |
29,246
+212
| +0.7% | +$22.1K | 0.25% | 56 |
|
|
2023
Q1 | $3.04M | Buy |
29,034
+26,907
| +1,265% | +$2.82M | 0.27% | 57 |
|
|
2022
Q4 | $228K | Sell |
2,127
-18,359
| -90% | -$1.97M | 0.02% | 165 |
|
|
2022
Q3 | $2.1M | Buy |
20,486
+1,432
| +8% | +$147K | 0.23% | 70 |
|
|
2022
Q2 | $1.99M | Sell |
19,054
-1,762
| -8% | -$184K | 0.21% | 71 |
|
|
2022
Q1 | $2.18M | Buy |
20,816
+18,689
| +879% | +$1.95M | 0.21% | 62 |
|
|
2021
Q4 | $228K | Buy |
2,127
+100
| +5% | +$10.7K | 0.02% | 165 |
|
|
2021
Q3 | $218K | Buy |
2,027
+6
| +0.3% | +$645 | 0.02% | 163 |
|
|
2021
Q2 | $218K | Buy |
2,021
+14
| +0.7% | +$1.51K | 0.02% | 160 |
|
|
2021
Q1 | $216K | Buy |
2,007
+30
| +2% | +$3.23K | 0.03% | 147 |
|
|
2020
Q4 | $214K | Buy |
1,977
+10
| +0.5% | +$1.08K | 0.03% | 151 |
|
|
2020
Q3 | $213K | Sell |
1,967
-18
| -0.9% | -$1.95K | 0.04% | 133 |
|
|
2020
Q2 | $214K | Buy |
+1,985
| New | +$214K | 0.05% | 114 |
|