Sigma Planning Corp’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 | $3.3M | Sell |
30,995
-660
| -2% | -$70.2K | 0.1% | 209 |
|
|
2025
Q1 | $3.34M | Buy |
31,655
+645
| +2% | +$68.1K | 0.11% | 203 |
|
|
2024
Q4 | $3.27M | Buy |
31,010
+7,338
| +31% | +$774K | 0.1% | 194 |
|
|
2024
Q3 | $2.51M | Buy |
23,672
+416
| +2% | +$44.2K | 0.08% | 243 |
|
|
2024
Q2 | $2.43M | Buy |
23,256
+208
| +0.9% | +$21.7K | 0.08% | 244 |
|
|
2024
Q1 | $2.41M | Buy |
23,048
+10,655
| +86% | +$1.12M | 0.08% | 258 |
|
|
2023
Q4 | $1.31M | Sell |
12,393
-12,303
| -50% | -$1.3M | 0.1% | 212 |
|
|
2023
Q3 | $2.54M | Buy |
24,696
+744
| +3% | +$76.5K | 0.1% | 226 |
|
|
2023
Q2 | $2.49M | Buy |
23,952
+1,688
| +8% | +$176K | 0.09% | 244 |
|
|
2023
Q1 | $2.33M | Sell |
22,264
-1,304
| -6% | -$137K | 0.08% | 265 |
|
|
2022
Q4 | $2.46M | Buy |
23,568
+1,798
| +8% | +$187K | 0.09% | 232 |
|
|
2022
Q3 | $2.24M | Buy |
21,770
+2,409
| +12% | +$247K | 0.09% | 232 |
|
|
2022
Q2 | $2.03M | Buy |
19,361
+2,014
| +12% | +$211K | 0.07% | 272 |
|
|
2022
Q1 | $1.82M | Buy |
17,347
+5,370
| +45% | +$562K | 0.05% | 340 |
|
|
2021
Q4 | $1.29M | Buy |
11,977
+3,217
| +37% | +$345K | 0.04% | 449 |
|
|
2021
Q3 | $942K | Buy |
8,760
+3,491
| +66% | +$375K | 0.03% | 556 |
|
|
2021
Q2 | $568K | Buy |
5,269
+2,568
| +95% | +$277K | 0.02% | 766 |
|
|
2021
Q1 | $291K | Buy |
+2,701
| New | +$291K | 0.01% | 991 |
|
|
2019
Q2 | – | Sell |
-2,390
| Closed | -$253K | – | 1031 |
|
|
2019
Q1 | $253K | Buy |
2,390
+22
| +0.9% | +$2.33K | 0.01% | 746 |
|
|
2018
Q4 | $250K | Sell |
2,368
-608
| -20% | -$64.2K | 0.02% | 662 |
|
|
2018
Q3 | $312K | Buy |
2,976
+3
| +0.1% | +$315 | 0.02% | 658 |
|
|
2018
Q2 | $312K | Sell |
2,973
-84
| -3% | -$8.82K | 0.02% | 630 |
|
|
2018
Q1 | $321K | Sell |
3,057
-971
| -24% | -$102K | 0.02% | 579 |
|
|
2017
Q4 | $422K | Sell |
4,028
-700
| -15% | -$73.3K | 0.03% | 488 |
|
|
2017
Q3 | $501K | Buy |
4,728
+1,533
| +48% | +$162K | 0.04% | 431 |
|
|
2017
Q2 | $338K | Buy |
3,195
+216
| +7% | +$22.9K | 0.03% | 527 |
|
|
2017
Q1 | $315K | Buy |
2,979
+129
| +5% | +$13.6K | 0.03% | 561 |
|
|
2016
Q4 | $300K | Buy |
2,850
+680
| +31% | +$71.6K | 0.03% | 521 |
|
|
2016
Q3 | $230K | Buy |
+2,170
| New | +$230K | 0.03% | 593 |
|