Strategic Investment Solutions’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 | $186K | Sell |
1,750
-1,746
| -50% | -$186K | 0.06% | 128 |
|
|
2025
Q1 | $369K | Sell |
3,496
-536
| -13% | -$56.6K | 0.11% | 80 |
|
|
2024
Q4 | $425K | Buy |
4,032
+577
| +17% | +$60.8K | 0.14% | 74 |
|
|
2024
Q3 | $367K | Buy |
3,455
+12
| +0.3% | +$1.28K | 0.11% | 76 |
|
|
2024
Q2 | $363K | Buy |
+3,443
| New | +$363K | 0.12% | 73 |
|
|
2023
Q4 | $406K | Sell |
3,854
-222,867
| -98% | -$23.5M | 0.07% | 123 |
|
|
2023
Q3 | $23.5M | Buy |
226,721
+222,515
| +5,290% | +$23.1M | 0.29% | 54 |
|
|
2023
Q2 | $436K | Sell |
4,206
-2,084
| -33% | -$216K | 0.09% | 79 |
|
|
2023
Q1 | $658K | Buy |
6,290
+113
| +2% | +$11.8K | 0.13% | 88 |
|
|
2022
Q4 | $649K | Buy |
+6,177
| New | +$649K | 0.32% | 45 |
|