Soltis Investment 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 | $1.69M | Sell |
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2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $5.19M | Sell |
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|
2023
Q3 | $5.07M | Sell |
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|
2023
Q2 | $5.15M | Sell |
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|
2023
Q1 | $5.23M | Buy |
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|
2022
Q4 | $4.4M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $5.92M | Sell |
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|
2022
Q1 | $7.26M | Sell |
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|
2021
Q4 | $8.16M | Sell |
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|
2021
Q3 | $8.37M | Buy |
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|
2021
Q2 | $8.18M | Buy |
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|
2021
Q1 | $7.47M | Buy |
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|
2020
Q4 | $5.15M | Buy |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $4.02M | Sell |
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|
2020
Q1 | $4.33M | Sell |
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|
2019
Q4 | $4.41M | Buy |
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