SBL
Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.23M | Hold |
11,823
| – | – | 0.1% | 124 |
|
|
2022
Q3 | $1.21M | Hold |
11,823
| – | – | 0.11% | 121 |
|
|
2022
Q2 | $1.24M | Hold |
11,823
| – | – | 0.11% | 125 |
|
|
2022
Q1 | $1.24M | Hold |
11,823
| – | – | 0.1% | 129 |
|
|
2021
Q4 | $1.27M | Hold |
11,823
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $1.27M | Hold |
11,823
| – | – | 0.1% | 120 |
|
|
2021
Q2 | $1.28M | Hold |
11,823
| – | – | 0.1% | 118 |
|
|
2021
Q1 | $1.28M | Hold |
11,823
| – | – | 0.11% | 114 |
|
|
2020
Q4 | $1.28M | Hold |
11,823
| – | – | 0.12% | 111 |
|
|
2020
Q3 | $1.28M | Buy |
11,823
+832
| +8% | +$89.9K | 0.13% | 107 |
|
|
2020
Q2 | $1.19M | Sell |
10,991
-105
| -0.9% | -$11.3K | 0.13% | 108 |
|
|
2020
Q1 | $1.18M | Sell |
11,096
-2,335
| -17% | -$248K | 0.15% | 107 |
|
|
2019
Q4 | $1.43M | Sell |
13,431
-1,236
| -8% | -$132K | 0.16% | 100 |
|
|
2019
Q3 | $1.56M | Sell |
14,667
-2,206
| -13% | -$235K | 0.19% | 99 |
|
|
2019
Q2 | $1.8M | Buy |
16,873
+3,090
| +22% | +$329K | 0.21% | 88 |
|
|
2019
Q1 | $1.46M | Hold |
13,783
| – | – | 0.17% | 107 |
|
|
2018
Q4 | $1.45M | Sell |
13,783
-2,055
| -13% | -$217K | 0.19% | 96 |
|
|
2018
Q3 | $1.66M | Sell |
15,838
-1,193
| -7% | -$125K | 0.2% | 95 |
|
|
2018
Q2 | $1.79M | Sell |
17,031
-1,782
| -9% | -$187K | 0.22% | 93 |
|
|
2018
Q1 | $1.97M | Buy |
18,813
+3,061
| +19% | +$321K | 0.25% | 85 |
|
|
2017
Q4 | $1.65M | Sell |
15,752
-3,170
| -17% | -$332K | 0.2% | 101 |
|
|
2017
Q3 | $2.01M | Sell |
18,922
-1,128
| -6% | -$120K | 0.25% | 92 |
|
|
2017
Q2 | $2.12M | Sell |
20,050
-5,592
| -22% | -$592K | 0.27% | 85 |
|
|
2017
Q1 | $2.71M | Sell |
25,642
-1,366
| -5% | -$144K | 0.35% | 72 |
|
|
2016
Q4 | $2.84M | Buy |
27,008
+25,959
| +2,475% | +$2.73M | 0.44% | 65 |
|
|
2016
Q3 | $3.04K | Sell |
1,049
-32,007
| -97% | -$92.6K | 0.46% | 63 |
|
|
2016
Q2 | $3.52M | Buy |
+33,056
| New | +$3.52M | 0.55% | 56 |
|