Pure 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 | $1.46M | Buy |
13,708
+2,353
| +21% | +$250K | 0.03% | 174 |
|
2025
Q1 | $1.2M | Buy |
11,355
+3,498
| +45% | +$369K | 0.03% | 160 |
|
2024
Q4 | $829K | Sell |
7,857
-2,582
| -25% | -$272K | 0.02% | 172 |
|
2024
Q3 | $1.11M | Buy |
10,439
+2,987
| +40% | +$317K | 0.03% | 150 |
|
2024
Q2 | $779K | Sell |
7,452
-342
| -4% | -$35.8K | 0.02% | 162 |
|
2024
Q1 | $816K | Buy |
7,794
+268
| +4% | +$28.1K | 0.03% | 156 |
|
2023
Q4 | $793K | Sell |
7,526
-2,699
| -26% | -$285K | 0.03% | 156 |
|
2023
Q3 | $1.05M | Buy |
10,225
+6,083
| +147% | +$626K | 0.04% | 127 |
|
2023
Q2 | $431K | Buy |
4,142
+392
| +10% | +$40.8K | 0.02% | 175 |
|
2023
Q1 | $393K | Buy |
3,750
+570
| +18% | +$59.7K | 0.02% | 178 |
|
2022
Q4 | $332K | Buy |
+3,180
| New | +$332K | 0.02% | 184 |
|