SIA
Soltis Investment 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 | $1.69M | Sell |
15,878
-787
| -5% | -$83.7K | 0.13% | 137 |
|
|
2025
Q1 | $1.76M | Sell |
16,665
-868
| -5% | -$91.7K | 0.16% | 134 |
|
|
2024
Q4 | $1.85M | Sell |
17,533
-528
| -3% | -$55.7K | 0.17% | 131 |
|
|
2024
Q3 | $1.92M | Sell |
18,061
-30
| -0.2% | -$3.19K | 0.19% | 120 |
|
|
2024
Q2 | $1.89M | Sell |
18,091
-13,483
| -43% | -$1.41M | 0.2% | 118 |
|
|
2024
Q1 | $3.31M | Sell |
31,574
-17,637
| -36% | -$1.85M | 0.37% | 88 |
|
|
2023
Q4 | $5.19M | Sell |
49,211
-104
| -0.2% | -$11K | 0.59% | 56 |
|
|
2023
Q3 | $5.07M | Sell |
49,315
-138
| -0.3% | -$14.2K | 0.65% | 49 |
|
|
2023
Q2 | $5.15M | Sell |
49,453
-541
| -1% | -$56.3K | 0.6% | 51 |
|
|
2023
Q1 | $5.23M | Buy |
49,994
+7,772
| +18% | +$814K | 0.67% | 39 |
|
|
2022
Q4 | $4.4M | Sell |
42,222
-5,331
| -11% | -$556K | 0.58% | 48 |
|
|
2022
Q3 | $4.88M | Sell |
47,553
-8,977
| -16% | -$922K | 0.73% | 29 |
|
|
2022
Q2 | $5.92M | Sell |
56,530
-12,922
| -19% | -$1.35M | 0.86% | 26 |
|
|
2022
Q1 | $7.27M | Sell |
69,452
-6,507
| -9% | -$681K | 1.01% | 18 |
|
|
2021
Q4 | $8.16M | Sell |
75,959
-1,821
| -2% | -$196K | 1.15% | 16 |
|
|
2021
Q3 | $8.37M | Buy |
77,780
+1,892
| +2% | +$204K | 1.3% | 15 |
|
|
2021
Q2 | $8.18M | Buy |
75,888
+6,617
| +10% | +$713K | 1.3% | 14 |
|
|
2021
Q1 | $7.47M | Buy |
69,271
+21,621
| +45% | +$2.33M | 1.36% | 13 |
|
|
2020
Q4 | $5.15M | Buy |
47,650
+8,353
| +21% | +$903K | 0.95% | 22 |
|
|
2020
Q3 | $4.25M | Buy |
39,297
+2,064
| +6% | +$223K | 1% | 23 |
|
|
2020
Q2 | $4.02M | Sell |
37,233
-3,515
| -9% | -$379K | 1.04% | 24 |
|
|
2020
Q1 | $4.33M | Sell |
40,748
-507
| -1% | -$53.9K | 1.35% | 23 |
|
|
2019
Q4 | $4.41M | Buy |
+41,255
| New | +$4.41M | 0.85% | 28 |
|