SPA
Shore Point 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 | $971K | Sell |
9,134
-250
| -3% | -$26.6K | 0.47% | 30 |
|
|
2025
Q1 | $991K | Sell |
9,384
-299
| -3% | -$31.6K | 0.52% | 32 |
|
|
2024
Q4 | $1.02M | Buy |
9,683
+726
| +8% | +$76.6K | 0.55% | 31 |
|
|
2024
Q3 | $951K | Sell |
8,957
-5
| -0.1% | -$531 | 0.51% | 30 |
|
|
2024
Q2 | $937K | Buy |
8,962
+129
| +1% | +$13.5K | 0.53% | 29 |
|
|
2024
Q1 | $925K | Buy |
8,833
+174
| +2% | +$18.2K | 0.53% | 29 |
|
|
2023
Q4 | $913K | Buy |
8,659
+3,278
| +61% | +$346K | 0.57% | 29 |
|
|
2023
Q3 | $553K | Sell |
5,381
-123
| -2% | -$12.7K | 0.4% | 33 |
|
|
2023
Q2 | $573K | Sell |
5,504
-213
| -4% | -$22.2K | 0.41% | 32 |
|
|
2023
Q1 | $598K | Sell |
5,717
-105
| -2% | -$11K | 0.45% | 31 |
|
|
2022
Q4 | $607K | Buy |
+5,822
| New | +$607K | 0.5% | 29 |
|