SAI
Savvy Advisors Inc’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 | $2.59M | Buy |
24,377
+5,207
| +27% | +$554K | 0.17% | 88 |
|
|
2025
Q1 | $2.02M | Buy |
19,170
+2,306
| +14% | +$244K | 0.2% | 82 |
|
|
2024
Q4 | $1.78M | Buy |
16,864
+1,949
| +13% | +$206K | 0.21% | 82 |
|
|
2024
Q3 | $1.58M | Buy |
14,915
+1,475
| +11% | +$157K | 0.32% | 66 |
|
|
2024
Q2 | $1.41M | Sell |
13,440
-7,832
| -37% | -$819K | 0.46% | 48 |
|
|
2024
Q1 | $2.23M | Buy |
21,272
+13,550
| +175% | +$1.42M | 1.28% | 11 |
|
|
2023
Q4 | $814K | Buy |
+7,722
| New | +$814K | 0.79% | 27 |
|