Sequoia Financial 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 | $14.4M | Sell |
135,485
-5,331
| -4% | -$567K | 0.1% | 157 |
|
|
2025
Q1 | $14.9M | Buy |
140,816
+34,568
| +33% | +$3.65M | 0.11% | 153 |
|
|
2024
Q4 | $11.2M | Buy |
106,248
+9,178
| +9% | +$968K | 0.11% | 161 |
|
|
2024
Q3 | $10.3M | Sell |
97,070
-6,358
| -6% | -$675K | 0.11% | 149 |
|
|
2024
Q2 | $10.8M | Buy |
103,428
+4,154
| +4% | +$434K | 0.13% | 132 |
|
|
2024
Q1 | $10.4M | Buy |
99,274
+1,010
| +1% | +$106K | 0.13% | 138 |
|
|
2023
Q4 | $10.4M | Buy |
98,264
+980
| +1% | +$103K | 0.13% | 142 |
|
|
2023
Q3 | $10M | Sell |
97,284
-4,915
| -5% | -$506K | 0.18% | 101 |
|
|
2023
Q2 | $10.6M | Buy |
+102,199
| New | +$10.6M | 0.18% | 97 |
|
|
2022
Q3 | – | Sell |
-2,212
| Closed | -$232K | – | 584 |
|
|
2022
Q2 | $232K | Buy |
+2,212
| New | +$232K | 0.01% | 513 |
|
|
2021
Q3 | – | Sell |
-1,862
| Closed | -$201K | – | 425 |
|
|
2021
Q2 | $201K | Hold |
1,862
| – | – | 0.01% | 453 |
|
|
2021
Q1 | $201K | Sell |
1,862
-69
| -4% | -$7.45K | 0.01% | 421 |
|
|
2020
Q4 | $209K | Hold |
1,931
| – | – | 0.01% | 388 |
|
|
2020
Q3 | $209K | Buy |
+1,931
| New | +$209K | 0.01% | 363 |
|
|
2019
Q1 | – | Sell |
-13,279
| Closed | -$1.4M | – | 376 |
|
|
2018
Q4 | $1.4M | Buy |
+13,279
| New | +$1.4M | 0.16% | 84 |
|