Riversedge 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 | $433K | Sell |
4,074
-9
| -0.2% | -$957 | 0.08% | 67 |
|
|
2025
Q1 | $431K | Sell |
4,083
-754
| -16% | -$79.6K | 0.1% | 69 |
|
|
2024
Q4 | $510K | Buy |
4,837
+848
| +21% | +$89.5K | 0.12% | 61 |
|
|
2024
Q3 | $424K | Sell |
3,989
-71
| -2% | -$7.54K | 0.1% | 58 |
|
|
2024
Q2 | $425K | Buy |
4,060
+225
| +6% | +$23.5K | 0.1% | 57 |
|
|
2024
Q1 | $402K | Sell |
3,835
-763
| -17% | -$79.9K | 0.1% | 56 |
|
|
2023
Q4 | $485K | Sell |
4,598
-103
| -2% | -$10.9K | 0.13% | 51 |
|
|
2023
Q3 | $484K | Sell |
4,701
-151
| -3% | -$15.5K | 0.14% | 47 |
|
|
2023
Q2 | $505K | Buy |
4,852
+16
| +0.3% | +$1.67K | 0.14% | 44 |
|
|
2023
Q1 | $506K | Sell |
4,836
-205
| -4% | -$21.5K | 0.15% | 50 |
|
|
2022
Q4 | $526K | Buy |
5,041
+348
| +7% | +$36.3K | 0.17% | 51 |
|
|
2022
Q3 | $482K | Buy |
4,693
+7
| +0.1% | +$719 | 0.17% | 49 |
|
|
2022
Q2 | $490K | Sell |
4,686
-3,154
| -40% | -$330K | 0.18% | 47 |
|
|
2022
Q1 | $820K | Buy |
7,840
+2,435
| +45% | +$255K | 0.27% | 38 |
|
|
2021
Q4 | $580K | Buy |
+5,405
| New | +$580K | 0.18% | 46 |
|
|
2020
Q1 | – | Sell |
-7,000
| Closed | -$747K | – | 43 |
|
|
2019
Q4 | $747K | Sell |
7,000
-2,006
| -22% | -$214K | 0.88% | 20 |
|
|
2019
Q3 | $964K | Hold |
9,006
| – | – | 1.35% | 16 |
|
|
2019
Q2 | $964K | Buy |
+9,006
| New | +$964K | 1.35% | 16 |
|