OIA
OneDigital Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
23,604
-2,812
| -11% | -$299K | 0.03% | 374 |
|
|
2025
Q1 | $2.79M | Sell |
26,416
-1,346
| -5% | -$142K | 0.03% | 322 |
|
|
2024
Q4 | $2.93M | Sell |
27,762
-4,593
| -14% | -$484K | 0.03% | 338 |
|
|
2024
Q3 | $3.44M | Sell |
32,355
-4,304
| -12% | -$457K | 0.04% | 313 |
|
|
2024
Q2 | $3.83M | Buy |
36,659
+23,169
| +172% | +$2.42M | 0.05% | 276 |
|
|
2024
Q1 | $1.41M | Sell |
13,490
-487
| -3% | -$51K | 0.02% | 415 |
|
|
2023
Q4 | $1.47M | Sell |
13,977
-7,742
| -36% | -$816K | 0.03% | 372 |
|
|
2023
Q3 | $2.23M | Sell |
21,719
-392
| -2% | -$40.3K | 0.05% | 262 |
|
|
2023
Q2 | $2.3M | Sell |
22,111
-6,530
| -23% | -$679K | 0.05% | 251 |
|
|
2023
Q1 | $3M | Sell |
28,641
-21,734
| -43% | -$2.28M | 0.07% | 210 |
|
|
2022
Q4 | $5.25M | Buy |
50,375
+7,798
| +18% | +$813K | 0.15% | 126 |
|
|
2022
Q3 | $4.37M | Buy |
42,577
+5,285
| +14% | +$543K | 0.16% | 96 |
|
|
2022
Q2 | $3.9M | Buy |
37,292
+24,334
| +188% | +$2.55M | 0.17% | 87 |
|
|
2022
Q1 | $1.36M | Sell |
12,958
-2,920
| -18% | -$305K | 0.05% | 216 |
|
|
2021
Q4 | $1.71M | Sell |
15,878
-11,203
| -41% | -$1.2M | 0.06% | 185 |
|
|
2021
Q3 | $2.91M | Sell |
27,081
-2,957
| -10% | -$318K | 0.12% | 114 |
|
|
2021
Q2 | $3.24M | Buy |
30,038
+3,287
| +12% | +$354K | 0.13% | 102 |
|
|
2021
Q1 | $2.88M | Sell |
26,751
-1,565
| -6% | -$169K | 0.13% | 105 |
|
|
2020
Q4 | $3.06M | Sell |
28,316
-11,567
| -29% | -$1.25M | 0.16% | 94 |
|
|
2020
Q3 | $4.31M | Sell |
39,883
-12,130
| -23% | -$1.31M | 0.3% | 65 |
|
|
2020
Q2 | $5.62M | Sell |
52,013
-5,827
| -10% | -$629K | 0.4% | 54 |
|
|
2020
Q1 | $6.17M | Sell |
57,840
-8,270
| -13% | -$882K | 0.55% | 38 |
|
|
2019
Q4 | $7.06M | Sell |
66,110
-4,053
| -6% | -$433K | 0.56% | 36 |
|
|
2019
Q3 | $7.48M | Buy |
70,163
+35,212
| +101% | +$3.75M | 0.67% | 28 |
|
|
2019
Q2 | $3.72M | Sell |
34,951
-9,807
| -22% | -$1.04M | 0.29% | 61 |
|
|
2019
Q1 | $4.74M | Buy |
44,758
+4,203
| +10% | +$445K | 0.69% | 34 |
|
|
2018
Q4 | $4.28M | Buy |
40,555
+143
| +0.4% | +$15.1K | 0.72% | 27 |
|
|
2018
Q3 | $4.23M | Buy |
40,412
+1,156
| +3% | +$121K | 0.99% | 15 |
|
|
2018
Q2 | $4.12M | Buy |
39,256
+826
| +2% | +$86.8K | 0.86% | 21 |
|
|
2018
Q1 | $4.03M | Buy |
38,430
+171
| +0.4% | +$17.9K | 0.89% | 19 |
|
|
2017
Q4 | $4.01M | Buy |
38,259
+37,039
| +3,036% | +$3.88M | 0.46% | 19 |
|
|
2017
Q3 | $129K | Sell |
1,220
-29,134
| -96% | -$3.08M | 0.05% | 191 |
|
|
2017
Q2 | $3.21M | Buy |
+30,354
| New | +$3.21M | 0.96% | 18 |
|