World Investment 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 | $7.13M | Sell |
67,069
-1,417
| -2% | -$151K | 0.16% | 147 |
|
|
2025
Q1 | $7.23M | Sell |
68,486
-1,931
| -3% | -$204K | 0.19% | 130 |
|
|
2024
Q4 | $7.43M | Buy |
70,417
+27,760
| +65% | +$2.93M | 0.2% | 115 |
|
|
2024
Q3 | $4.53M | Buy |
42,657
+1,248
| +3% | +$133K | 0.14% | 169 |
|
|
2024
Q2 | $4.33M | Buy |
+41,409
| New | +$4.33M | 0.27% | 77 |
|
|
2024
Q1 | – | Sell |
-2,745
| Closed | -$289K | – | 467 |
|
|
2023
Q4 | $289K | Sell |
2,745
-1,936
| -41% | -$204K | 0.04% | 313 |
|
|
2023
Q3 | $481K | Buy |
4,681
+1,639
| +54% | +$169K | 0.1% | 147 |
|
|
2023
Q2 | $316K | Buy |
+3,042
| New | +$316K | 0.06% | 191 |
|
|
2022
Q4 | – | Sell |
-2,519
| Closed | -$259K | – | 268 |
|
|
2022
Q3 | $259K | Buy |
+2,519
| New | +$259K | 0.06% | 197 |
|