Narus Financial Partners’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 | $2.14M | Buy |
20,132
+99
| +0.5% | +$10.5K | 0.67% | 30 |
|
|
2025
Q1 | $2.12M | Sell |
20,033
-3,480
| -15% | -$367K | 0.72% | 29 |
|
|
2024
Q4 | $2.48M | Buy |
23,513
+3,585
| +18% | +$378K | 0.84% | 22 |
|
|
2024
Q3 | $2.12M | Buy |
19,928
+2,838
| +17% | +$301K | 0.76% | 23 |
|
|
2024
Q2 | $1.79M | Buy |
17,090
+2,191
| +15% | +$229K | 0.72% | 27 |
|
|
2024
Q1 | $1.56M | Buy |
14,899
+3,850
| +35% | +$403K | 0.67% | 32 |
|
|
2023
Q4 | $1.16M | Buy |
11,049
+2,782
| +34% | +$293K | 0.56% | 38 |
|
|
2023
Q3 | $850K | Buy |
8,267
+150
| +2% | +$15.4K | 0.44% | 42 |
|
|
2023
Q2 | $844K | Sell |
8,117
-2,490
| -23% | -$259K | 0.44% | 43 |
|
|
2023
Q1 | $1.11M | Buy |
10,607
+250
| +2% | +$26.2K | 0.6% | 29 |
|
|
2022
Q4 | $1.08M | Buy |
10,357
+2,225
| +27% | +$232K | 0.62% | 29 |
|
|
2022
Q3 | $835K | Sell |
8,132
-7,047
| -46% | -$723K | 0.53% | 33 |
|
|
2022
Q2 | $1.59M | Sell |
15,179
-9,214
| -38% | -$964K | 1.01% | 17 |
|
|
2022
Q1 | $2.55M | Buy |
+24,393
| New | +$2.55M | 1.43% | 12 |
|
|
2021
Q1 | $1.64M | Buy |
+15,171
| New | +$1.64M | 0.97% | 15 |
|
|
2019
Q4 | $1.09M | Sell |
10,230
-310
| -3% | -$33.1K | 0.77% | 14 |
|
|
2019
Q3 | $1.12M | Buy |
10,540
+34
| +0.3% | +$3.62K | 0.82% | 11 |
|
|
2019
Q2 | $1.12M | Buy |
+10,506
| New | +$1.12M | 0.87% | 12 |
|
|
2017
Q3 | $695K | Hold |
6,556
| – | – | 0.61% | 24 |
|
|
2017
Q2 | $693K | Hold |
6,556
| – | – | 0.64% | 22 |
|
|
2017
Q1 | $692K | Hold |
6,556
| – | – | 0.67% | 23 |
|
|
2016
Q4 | $689K | Buy |
+6,556
| New | +$689K | 0.73% | 23 |
|