Mount Yale Investment 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
$21.6K Buy
+203
New +$21.6K ﹤0.01% 1029
2023
Q1
Sell
-2,924
Closed -$305K 528
2022
Q4
$305K Buy
+2,924
New +$305K 0.03% 348