Shore Point Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
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2025
Q1 | $991K | Sell |
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2024
Q4 | $1.02M | Buy |
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2024
Q3 | $951K | Sell |
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2024
Q2 | $937K | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $913K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $607K | Buy |
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