SMA
Sage Mountain Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
2,000
| – | – | 0.01% | 401 |
|
|
2025
Q1 | $211K | Hold |
2,000
| – | – | 0.02% | 367 |
|
|
2024
Q4 | $211K | Hold |
2,000
| – | – | 0.02% | 362 |
|
|
2024
Q3 | $212K | Hold |
2,000
| – | – | 0.02% | 372 |
|
|
2024
Q2 | $209K | Hold |
2,000
| – | – | 0.02% | 328 |
|
|
2024
Q1 | $209K | Hold |
2,000
| – | – | 0.02% | 312 |
|
|
2023
Q4 | $211K | Hold |
2,000
| – | – | 0.02% | 257 |
|
|
2023
Q3 | $206K | Hold |
2,000
| – | – | 0.03% | 247 |
|
|
2023
Q2 | $208K | Hold |
2,000
| – | – | 0.03% | 242 |
|
|
2023
Q1 | $209K | Hold |
2,000
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $209K | Hold |
2,000
| – | – | 0.05% | 152 |
|
|
2022
Q3 | $205K | Hold |
2,000
| – | – | 0.05% | 163 |
|
|
2022
Q2 | $209K | Hold |
2,000
| – | – | 0.04% | 424 |
|
|
2022
Q1 | $209K | Hold |
2,000
| – | – | 0.03% | 454 |
|
|
2021
Q4 | $215K | Hold |
2,000
| – | – | 0.03% | 507 |
|
|
2021
Q3 | $215K | Sell |
2,000
-770
| -28% | -$82.8K | 0.03% | 421 |
|
|
2021
Q2 | $299K | Hold |
2,770
| – | – | 0.05% | 318 |
|
|
2021
Q1 | $299K | Hold |
2,770
| – | – | 0.06% | 234 |
|
|
2020
Q4 | $299K | Buy |
+2,770
| New | +$299K | 0.1% | 131 |
|