Mutual 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 | $1.87M | Buy |
17,574
+702
| +4% | +$74.8K | 0.05% | 332 |
|
|
2025
Q1 | $1.78M | Buy |
16,872
+2,068
| +14% | +$218K | 0.05% | 311 |
|
|
2024
Q4 | $1.56M | Buy |
14,804
+30
| +0.2% | +$3.16K | 0.05% | 342 |
|
|
2024
Q3 | $1.56M | Sell |
14,774
-3,878
| -21% | -$409K | 0.05% | 335 |
|
|
2024
Q2 | $1.96M | Buy |
18,652
+40
| +0.2% | +$4.21K | 0.06% | 281 |
|
|
2024
Q1 | $1.95M | Buy |
18,612
+7,919
| +74% | +$829K | 0.06% | 284 |
|
|
2023
Q4 | $1.13M | Buy |
10,693
+1,777
| +20% | +$187K | 0.04% | 419 |
|
|
2023
Q3 | $917K | Sell |
8,916
-993
| -10% | -$102K | 0.04% | 446 |
|
|
2023
Q2 | $1.03M | Sell |
9,909
-1,070
| -10% | -$111K | 0.04% | 428 |
|
|
2023
Q1 | $1.15M | Buy |
10,979
+751
| +7% | +$78.6K | 0.05% | 388 |
|
|
2022
Q4 | $1.07M | Sell |
10,228
-5,203
| -34% | -$543K | 0.05% | 395 |
|
|
2022
Q3 | $1.58M | Buy |
15,431
+1,322
| +9% | +$136K | 0.08% | 242 |
|
|
2022
Q2 | $1.48M | Buy |
14,109
+5,700
| +68% | +$597K | 0.1% | 244 |
|
|
2022
Q1 | $880K | Buy |
8,409
+1,286
| +18% | +$135K | 0.05% | 414 |
|
|
2021
Q4 | $765K | Sell |
7,123
-358
| -5% | -$38.4K | 0.04% | 463 |
|
|
2021
Q3 | $805K | Sell |
7,481
-683
| -8% | -$73.5K | 0.05% | 405 |
|
|
2021
Q2 | $880K | Buy |
8,164
+2,157
| +36% | +$233K | 0.05% | 381 |
|
|
2021
Q1 | $648K | Sell |
6,007
-1,050
| -15% | -$113K | 0.04% | 426 |
|
|
2020
Q4 | $763K | Sell |
7,057
-642
| -8% | -$69.4K | 0.06% | 382 |
|
|
2020
Q3 | $832K | Buy |
7,699
+1,885
| +32% | +$204K | 0.07% | 292 |
|
|
2020
Q2 | $627K | Buy |
5,814
+848
| +17% | +$91.5K | 0.06% | 326 |
|
|
2020
Q1 | $528K | Buy |
+4,966
| New | +$528K | 0.07% | 281 |
|
|
2019
Q4 | – | Sell |
-3,826
| Closed | -$408K | – | 614 |
|
|
2019
Q3 | $408K | Buy |
3,826
+602
| +19% | +$64.2K | 0.05% | 349 |
|
|
2019
Q2 | $344K | Buy |
+3,224
| New | +$344K | 0.04% | 417 |
|