Petra Financial 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 | $590K | Sell |
5,551
-18
| -0.3% | -$1.91K | 0.37% | 71 |
|
|
2025
Q1 | $588K | Buy |
5,569
+2
| +0% | +$211 | 0.48% | 47 |
|
|
2024
Q4 | $587K | Sell |
5,567
-58
| -1% | -$6.12K | 0.4% | 68 |
|
|
2024
Q3 | $597K | Buy |
5,625
+32
| +0.6% | +$3.4K | 0.39% | 69 |
|
|
2024
Q2 | $585K | Sell |
5,593
-761
| -12% | -$79.6K | 0.42% | 69 |
|
|
2024
Q1 | $666K | Buy |
6,354
+1,493
| +31% | +$157K | 0.49% | 63 |
|
|
2023
Q4 | $512K | Sell |
4,861
-2,696
| -36% | -$284K | 0.43% | 71 |
|
|
2023
Q3 | $777K | Buy |
7,557
+163
| +2% | +$16.8K | 0.65% | 48 |
|
|
2023
Q2 | $769K | Buy |
+7,394
| New | +$769K | 0.69% | 46 |
|
|
2023
Q1 | – | Sell |
-8,917
| Closed | -$930K | – | 98 |
|
|
2022
Q4 | $930K | Buy |
+8,917
| New | +$930K | 1.02% | 27 |
|