Scott Capital 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 | $991K | Buy |
9,314
+804
| +9% | +$85.6K | 0.27% | 27 |
|
|
2025
Q1 | $899K | Buy |
8,510
+91
| +1% | +$9.61K | 0.27% | 27 |
|
|
2024
Q4 | $887K | Sell |
8,419
-1,728
| -17% | -$182K | 0.25% | 29 |
|
|
2024
Q3 | $1.08M | Buy |
10,147
+545
| +6% | +$57.9K | 0.31% | 25 |
|
|
2024
Q2 | $1.01M | Sell |
9,602
-2,235
| -19% | -$234K | 0.3% | 26 |
|
|
2024
Q1 | $1.24M | Buy |
11,837
+747
| +7% | +$78K | 0.38% | 23 |
|
|
2023
Q4 | $1.17M | Buy |
11,090
+429
| +4% | +$45.2K | 0.39% | 22 |
|
|
2023
Q3 | $1.1M | Buy |
10,661
+1,298
| +14% | +$134K | 0.44% | 22 |
|
|
2023
Q2 | $974K | Buy |
9,363
+848
| +10% | +$88.2K | 0.42% | 22 |
|
|
2023
Q1 | $891K | Buy |
8,515
+2,562
| +43% | +$268K | 0.43% | 23 |
|
|
2022
Q4 | $621K | Buy |
+5,953
| New | +$621K | 0.35% | 25 |
|