Oak Harvest Investment Services’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 | $11.6M | Buy |
109,496
+8,404
| +8% | +$894K | 1.46% | 20 |
|
|
2025
Q1 | $10.7M | Buy |
101,092
+9,264
| +10% | +$978K | 1.49% | 17 |
|
|
2024
Q4 | $9.69M | Buy |
91,828
+6,528
| +8% | +$689K | 1.35% | 20 |
|
|
2024
Q3 | $9.06M | Buy |
85,300
+9,410
| +12% | +$999K | 1.3% | 26 |
|
|
2024
Q2 | $7.93M | Buy |
75,890
+1,284
| +2% | +$134K | 1.23% | 34 |
|
|
2024
Q1 | $7.81M | Buy |
74,606
+9,817
| +15% | +$1.03M | 1.28% | 31 |
|
|
2023
Q4 | $6.83M | Buy |
64,789
+3,305
| +5% | +$348K | 1.36% | 28 |
|
|
2023
Q3 | $6.32M | Buy |
61,484
+22,104
| +56% | +$2.27M | 1.34% | 30 |
|
|
2023
Q2 | $4.1M | Buy |
39,380
+33,036
| +521% | +$3.44M | 0.92% | 40 |
|
|
2023
Q1 | $664K | Buy |
+6,344
| New | +$664K | 0.15% | 79 |
|