Prospera Financial 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 | $4.8M | Buy |
45,166
+130
| +0.3% | +$13.8K | 0.09% | 233 |
|
|
2025
Q1 | $4.76M | Buy |
45,036
+2,317
| +5% | +$245K | 0.11% | 208 |
|
|
2024
Q4 | $4.51M | Buy |
42,719
+36,825
| +625% | +$3.88M | 0.11% | 210 |
|
|
2024
Q3 | $626K | Buy |
5,894
+18
| +0.3% | +$1.91K | 0.02% | 643 |
|
|
2024
Q2 | $614K | Buy |
5,876
+2,476
| +73% | +$259K | 0.02% | 640 |
|
|
2024
Q1 | $356K | Buy |
3,400
+1,390
| +69% | +$146K | 0.01% | 835 |
|
|
2023
Q4 | $212K | Sell |
2,010
-18
| -0.9% | -$1.9K | 0.01% | 980 |
|
|
2023
Q3 | $209K | Buy |
+2,028
| New | +$209K | 0.01% | 938 |
|
|
2022
Q3 | – | Sell |
-335
| Closed | -$35K | – | 1501 |
|
|
2022
Q2 | $35K | Hold |
335
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q1 | $35K | Sell |
335
-18,742
| -98% | -$1.96M | ﹤0.01% | 1521 |
|
|
2021
Q4 | $2.05M | Sell |
19,077
-1,345
| -7% | -$144K | 0.09% | 262 |
|
|
2021
Q3 | $2.2M | Buy |
20,422
+2,133
| +12% | +$229K | 0.11% | 228 |
|
|
2021
Q2 | $1.97M | Sell |
18,289
-3,530
| -16% | -$381K | 0.1% | 244 |
|
|
2021
Q1 | $2.35M | Buy |
21,819
+15,337
| +237% | +$1.65M | 0.14% | 183 |
|
|
2020
Q4 | $701K | Buy |
+6,482
| New | +$701K | 0.05% | 358 |
|