Valeo 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 | $269K | Buy |
+2,532
| New | +$269K | 0.01% | 608 |
|
|
2020
Q3 | – | Sell |
-1,150
| Closed | -$124K | – | 2022 |
|
|
2020
Q2 | $124K | Hold |
1,150
| – | – | 0.01% | 429 |
|
|
2020
Q1 | $122K | Buy |
+1,150
| New | +$122K | 0.01% | 372 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$18K | – | 1852 |
|
|
2018
Q2 | $18K | Hold |
175
| – | – | ﹤0.01% | 793 |
|
|
2018
Q1 | $18K | Hold |
175
| – | – | ﹤0.01% | 744 |
|
|
2017
Q4 | $18K | Hold |
175
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $19K | Buy |
+175
| New | +$19K | ﹤0.01% | 561 |
|