Sutton Place Investors’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
$272K Sell
2,558
-21
-0.8% -$2.23K 0.16% 100
2025
Q1
$272K Sell
2,579
-146
-5% -$15.4K 0.18% 90
2024
Q4
$287K Sell
2,725
-147
-5% -$15.5K 0.17% 104
2024
Q3
$305K Buy
2,872
+21
+0.7% +$2.23K 0.19% 93
2024
Q2
$298K Sell
2,851
-803
-22% -$84K 0.2% 90
2024
Q1
$383K Buy
3,654
+537
+17% +$56.2K 0.19% 119
2023
Q4
$329K Buy
3,117
+47
+2% +$4.96K 0.24% 98
2023
Q3
$316K Buy
+3,070
New +$316K 0.41% 50