Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,503
| Closed | -$372K | – | 513 |
|
|
2024
Q3 | $372K | Sell |
3,503
-142
| -4% | -$15.1K | 0.03% | 401 |
|
|
2024
Q2 | $381K | Sell |
3,645
-562
| -13% | -$58.8K | 0.02% | 403 |
|
|
2024
Q1 | $441K | Sell |
4,207
-5,403
| -56% | -$566K | 0.03% | 381 |
|
|
2023
Q4 | $1.01M | Sell |
9,610
-1,683
| -15% | -$177K | 0.08% | 224 |
|
|
2023
Q3 | $1.16M | Buy |
11,293
+1,954
| +21% | +$201K | 0.1% | 195 |
|
|
2023
Q2 | $972K | Sell |
9,339
-1,015
| -10% | -$106K | 0.08% | 207 |
|
|
2023
Q1 | $1.08M | Buy |
10,354
+2,992
| +41% | +$313K | 0.1% | 190 |
|
|
2022
Q4 | $768K | Buy |
7,362
+4,337
| +143% | +$452K | 0.07% | 215 |
|
|
2022
Q3 | $311K | Buy |
+3,025
| New | +$311K | 0.03% | 355 |
|