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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $265K | Buy |
2,491
+105
| +4% | +$11.2K | 0.01% | 880 |
|
|
2025
Q4 | $255K | Buy |
2,386
+39
| +2% | +$4.16K | 0.01% | 900 |
|
|
2025
Q3 | $251K | Sell |
2,347
-323
| -12% | -$34.5K | 0.01% | 892 |
|
|
2025
Q2 | $284K | Sell |
2,670
-14
| -0.5% | -$1.48K | 0.01% | 807 |
|
|
2025
Q1 | $283K | Buy |
+2,684
| New | +$284K | 0.01% | 787 |
|
|
2023
Q4 | – | Sell |
-24,045
| Closed | -$2.47M | – | 576 |
|
|
2023
Q3 | $2.47M | Buy |
24,045
+1,239
| +5% | +$129K | 0.16% | 154 |
|
|
2023
Q2 | $2.37M | Buy |
22,806
+15,273
| +203% | +$1.59M | 0.13% | 177 |
|
|
2023
Q1 | $789K | Sell |
7,533
-12,882
| -63% | -$1.34M | 0.06% | 342 |
|
|
2022
Q4 | $2.13M | Buy |
20,415
+7,373
| +57% | +$763K | 0.14% | 178 |
|
|
2022
Q3 | $1.34M | Buy |
+13,042
| New | +$1.36M | 0.14% | 197 |
|
|
2022
Q1 | – | Sell |
-10,175
| Closed | -$1.09M | – | 477 |
|
|
2021
Q4 | $1.09M | Buy |
+10,175
| New | +$1.09M | 0.06% | 316 |
|
|
2021
Q2 | – | Sell |
-7,852
| Closed | -$846K | – | 2448 |
|
|
2021
Q1 | $846K | Sell |
7,852
-398
| -5% | -$43K | 0.03% | 465 |
|
|
2020
Q4 | $892K | Buy |
8,250
+264
| +3% | +$28.5K | 0.04% | 356 |
|
|
2020
Q3 | $863K | Sell |
7,986
-1,118
| -12% | -$121K | 0.04% | 333 |
|
|
2020
Q2 | $982K | Sell |
9,104
-22,686
| -71% | -$2.43M | 0.05% | 277 |
|
|
2020
Q1 | $3.38M | Buy |
31,790
+25,837
| +434% | +$2.75M | 0.25% | 98 |
|
|
2019
Q4 | $636K | Buy |
5,953
+2,723
| +84% | +$290K | 0.05% | 377 |
|
|
2019
Q3 | $344K | Buy |
+3,230
| New | +$345K | 0.03% | 498 |
|
|
2019
Q1 | $350K | Buy |
3,304
+277
| +9% | +$29.3K | 0.04% | 422 |
|
|
2018
Q4 | $319K | Buy |
+3,027
| New | +$317K | 0.05% | 374 |
|
Other funds holding SUB
