Vestmark Advisory Solutions’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 | $6.72M | Sell |
63,216
-3,426
| -5% | -$364K | 0.1% | 156 |
|
2025
Q1 | $7.04M | Buy |
+66,642
| New | +$7.04M | 0.18% | 149 |
|
2023
Q1 | – | Sell |
-14,132
| Closed | -$1.47M | – | 900 |
|
2022
Q4 | $1.47M | Buy |
14,132
+4,108
| +41% | +$428K | 0.07% | 328 |
|
2022
Q3 | $1.03M | Sell |
10,024
-1,890
| -16% | -$194K | 0.06% | 372 |
|
2022
Q2 | $1.25M | Buy |
11,914
+2,445
| +26% | +$256K | 0.07% | 314 |
|
2022
Q1 | $990K | Buy |
9,469
+4,775
| +102% | +$499K | 0.06% | 360 |
|
2021
Q4 | $504K | Buy |
+4,694
| New | +$504K | 0.03% | 549 |
|