Prime Capital Investment 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 | $14.3M | Buy |
134,037
+28,312
| +27% | +$3.01M | 0.19% | 90 |
|
|
2025
Q1 | $11.2M | Buy |
105,725
+9,263
| +10% | +$978K | 0.13% | 137 |
|
|
2024
Q4 | $10.2M | Buy |
96,462
+951
| +1% | +$100K | 0.15% | 112 |
|
|
2024
Q3 | $10.1M | Buy |
95,511
+1,615
| +2% | +$171K | 0.14% | 114 |
|
|
2024
Q2 | $9.82M | Sell |
93,896
-4,226
| -4% | -$442K | 0.15% | 113 |
|
|
2024
Q1 | $10.3M | Sell |
98,122
-1,841
| -2% | -$193K | 0.14% | 124 |
|
|
2023
Q4 | $10.5M | Sell |
99,963
-30,415
| -23% | -$3.21M | 0.16% | 117 |
|
|
2023
Q3 | $13.4M | Sell |
130,378
-25,131
| -16% | -$2.58M | 0.27% | 76 |
|
|
2023
Q2 | $16.2M | Buy |
155,509
+144,594
| +1,325% | +$15M | 0.32% | 69 |
|
|
2023
Q1 | $1.14M | Sell |
10,915
-3,191
| -23% | -$334K | 0.05% | 225 |
|
|
2022
Q4 | $1.47M | Buy |
14,106
+11,870
| +531% | +$1.24M | 0.06% | 198 |
|
|
2022
Q3 | $230K | Sell |
2,236
-805
| -26% | -$82.8K | 0.01% | 353 |
|
|
2022
Q2 | $318K | Buy |
+3,041
| New | +$318K | 0.02% | 285 |
|
|
2018
Q3 | – | Sell |
-397
| Closed | -$42K | – | 349 |
|
|
2018
Q2 | $42K | Buy |
+397
| New | +$42K | 0.02% | 207 |
|