Transamerica 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 | $12.2K | Hold |
115
| – | – | ﹤0.01% | 345 |
|
2025
Q1 | $13K | Sell |
115
-9
| -7% | -$1.02K | ﹤0.01% | 341 |
|
2024
Q4 | $14K | Sell |
124
-49,592
| -100% | -$5.6M | ﹤0.01% | 331 |
|
2024
Q3 | $5.28M | Sell |
49,716
-6,476
| -12% | -$688K | 0.52% | 48 |
|
2024
Q2 | $5.88M | Hold |
56,192
| – | – | 0.63% | 36 |
|
2024
Q1 | $5.89M | Buy |
+56,192
| New | +$5.89M | 0.6% | 38 |
|