Rise 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 | $19.9K | Sell |
187
-54
| -22% | -$5.76K | 0.01% | 540 |
|
|
2025
Q1 | $25.4K | Buy |
241
+1
| +0.4% | +$105 | 0.01% | 388 |
|
|
2024
Q4 | $25.3K | Buy |
240
+56
| +30% | +$5.9K | 0.01% | 497 |
|
|
2024
Q3 | $19.6K | Buy |
+184
| New | +$19.6K | 0.01% | 707 |
|
|
2024
Q2 | – | Sell |
-141
| Closed | -$14.7K | – | 1271 |
|
|
2024
Q1 | $14.7K | Buy |
141
+1
| +0.7% | +$104 | 0.01% | 867 |
|
|
2023
Q4 | $14.8K | Buy |
+140
| New | +$14.8K | 0.01% | 284 |
|
|
2023
Q2 | – | Sell |
-571
| Closed | -$59.8K | – | 793 |
|
|
2023
Q1 | $59.8K | Sell |
571
-513
| -47% | -$53.7K | 0.05% | 142 |
|
|
2022
Q4 | $113K | Buy |
1,084
+5
| +0.5% | +$521 | 0.09% | 94 |
|
|
2022
Q3 | $111K | Sell |
1,079
-98
| -8% | -$10.1K | 0.09% | 87 |
|
|
2022
Q2 | $123K | Buy |
1,177
+2
| +0.2% | +$209 | 0.12% | 85 |
|
|
2022
Q1 | $123K | Sell |
1,175
-199
| -14% | -$20.8K | 0.11% | 85 |
|
|
2021
Q4 | $148K | Buy |
+1,374
| New | +$148K | 0.14% | 77 |
|