Vista Investment Management’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 | $807K | Hold |
7,588
| – | – | 0.3% | 97 |
|
|
2025
Q1 | $801K | Hold |
7,588
| – | – | 0.31% | 95 |
|
|
2024
Q4 | $800K | Hold |
7,588
| – | – | 0.3% | 95 |
|
|
2024
Q3 | $806K | Buy |
7,588
+525
| +7% | +$55.8K | 0.3% | 93 |
|
|
2024
Q2 | $738K | Hold |
7,063
| – | – | 0.3% | 93 |
|
|
2024
Q1 | $740K | Sell |
7,063
-500
| -7% | -$52.4K | 0.3% | 93 |
|
|
2023
Q4 | $797K | Sell |
7,563
-1,000
| -12% | -$105K | 0.37% | 89 |
|
|
2023
Q3 | $881K | Sell |
8,563
-972
| -10% | -$100K | 0.46% | 71 |
|
|
2023
Q2 | $992K | Buy |
9,535
+1,000
| +12% | +$104K | 0.5% | 67 |
|
|
2023
Q1 | $893K | Buy |
8,535
+371
| +5% | +$38.8K | 0.47% | 71 |
|
|
2022
Q4 | $851K | Buy |
8,164
+700
| +9% | +$73K | 0.49% | 71 |
|
|
2022
Q3 | $766K | Buy |
7,464
+1,901
| +34% | +$195K | 0.47% | 69 |
|
|
2022
Q2 | $582K | Sell |
5,563
-488
| -8% | -$51.1K | 0.35% | 90 |
|
|
2022
Q1 | $633K | Buy |
6,051
+763
| +14% | +$79.8K | 0.35% | 90 |
|
|
2021
Q4 | $568K | Buy |
5,288
+2,470
| +88% | +$265K | 0.31% | 90 |
|
|
2021
Q3 | $303K | Buy |
2,818
+100
| +4% | +$10.8K | 0.18% | 130 |
|
|
2021
Q2 | $293K | Buy |
+2,718
| New | +$293K | 0.17% | 131 |
|