Sowell Financial Services’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
Q3 | $251K | Sell |
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2025
Q2 | $284K | Sell |
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2025
Q1 | $283K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $846K | Sell |
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|
2020
Q4 | $892K | Buy |
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|
2020
Q3 | $863K | Sell |
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|
2020
Q2 | $982K | Sell |
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|
2020
Q1 | $3.38M | Buy |
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|
2019
Q4 | $636K | Buy |
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|
2019
Q3 | $344K | Buy |
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|
2019
Q1 | $350K | Buy |
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|
2018
Q4 | $319K | Buy |
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