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NBC Securities’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

NBC Securities’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Buy
3,326
+886
+36% +$94.8K 0.03% 638
2025
Q4 		$260K Sell
2,440
-550
-18% -$58.6K 0.02% 743
2025
Q3 		$319K Hold
2,990
– – 0.02% 663
2025
Q2 		$317K Buy
2,990
+633
+27% +$66.9K 0.03% 660
2025
Q1 		$248K Buy
2,357
+2,355
+117,750% +$249K 0.02% 694
2024
Q4 		$248 Sell
2
-2,355
-100% -$249K 0.02% 684
2024
Q3 		$250K Buy
2,357
+894
+61% +$94.3K 0.02% 712
2024
Q2 		$152K Hold
1,463
– – 0.01% 841
2024
Q1 		$153K Sell
1,463
-62
-4% -$6.51K 0.01% 831
2023
Q4 		$160K Sell
1,525
-391
-20% -$40.7K 0.02% 807
2023
Q3 		$197K Buy
+1,916
New +$199K 0.02% 691

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Creative Planning
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Citigroup
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return