Tobias Financial Advisors’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 | $5.46M | Buy |
51,373
+5,427
| +12% | +$577K | 0.94% | 24 |
|
|
2025
Q1 | $4.85M | Buy |
45,946
+10,757
| +31% | +$1.14M | 0.94% | 24 |
|
|
2024
Q4 | $3.71M | Buy |
35,189
+30,115
| +594% | +$3.18M | 0.75% | 25 |
|
|
2024
Q3 | $539K | Hold |
5,074
| – | – | 0.11% | 64 |
|
|
2024
Q2 | $530K | Sell |
5,074
-3,190
| -39% | -$334K | 0.11% | 65 |
|
|
2024
Q1 | $865K | Hold |
8,264
| – | – | 0.2% | 54 |
|
|
2023
Q4 | $871K | Sell |
8,264
-55,038
| -87% | -$5.8M | 0.21% | 51 |
|
|
2023
Q3 | $6.51M | Buy |
63,302
+3,116
| +5% | +$321K | 1.71% | 17 |
|
|
2023
Q2 | $6.26M | Sell |
60,186
-1,542
| -2% | -$160K | 1.69% | 17 |
|
|
2023
Q1 | $6.46M | Buy |
61,728
+20,897
| +51% | +$2.19M | 1.9% | 15 |
|
|
2022
Q4 | $4.26M | Buy |
40,831
+7,099
| +21% | +$740K | 1.4% | 24 |
|
|
2022
Q3 | $3.46M | Buy |
33,732
+31,814
| +1,659% | +$3.27M | 1.22% | 25 |
|
|
2022
Q2 | $201K | Buy |
+1,918
| New | +$201K | 0.07% | 75 |
|