United Bank (Virginia)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,439
| Closed | -$471K | – | 145 |
|
|
2024
Q3 | $471K | Sell |
4,439
-194,585
| -98% | -$20.7M | 0.05% | 96 |
|
|
2024
Q2 | $20.8M | Buy |
199,024
+25,535
| +15% | +$2.67M | 2.58% | 8 |
|
|
2024
Q1 | $18.2M | Buy |
173,489
+30,248
| +21% | +$3.17M | 2.17% | 11 |
|
|
2023
Q4 | $15.1M | Sell |
143,241
-158,052
| -52% | -$16.7M | 1.9% | 20 |
|
|
2023
Q3 | $31M | Buy |
301,293
+19,247
| +7% | +$1.98M | 4.07% | 6 |
|
|
2023
Q2 | $29.3M | Buy |
282,046
+39,581
| +16% | +$4.12M | 3.61% | 6 |
|
|
2023
Q1 | $25.4M | Buy |
+242,465
| New | +$25.4M | 3.24% | 7 |
|