YHB 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 | $749K | Buy |
7,045
+166
| +2% | +$17.7K | 0.06% | 182 |
|
|
2025
Q1 | $726K | Buy |
6,879
+487
| +8% | +$51.4K | 0.06% | 170 |
|
|
2024
Q4 | $674K | Buy |
6,392
+475
| +8% | +$50.1K | 0.06% | 176 |
|
|
2024
Q3 | $628K | Sell |
5,917
-275
| -4% | -$29.2K | 0.05% | 185 |
|
|
2024
Q2 | $647K | Sell |
6,192
-73
| -1% | -$7.63K | 0.06% | 177 |
|
|
2024
Q1 | $656K | Sell |
6,265
-1,495
| -19% | -$157K | 0.06% | 175 |
|
|
2023
Q4 | $818K | Buy |
7,760
+3,835
| +98% | +$404K | 0.08% | 152 |
|
|
2023
Q3 | $404K | Sell |
3,925
-1,270
| -24% | -$131K | 0.04% | 200 |
|
|
2023
Q2 | $540K | Sell |
5,195
-5,110
| -50% | -$532K | 0.05% | 184 |
|
|
2023
Q1 | $1.08M | Sell |
10,305
-1,890
| -15% | -$198K | 0.11% | 141 |
|
|
2022
Q4 | $1.27M | Sell |
12,195
-10,458
| -46% | -$1.09M | 0.14% | 132 |
|
|
2022
Q3 | $2.33M | Sell |
22,653
-17,545
| -44% | -$1.8M | 0.26% | 93 |
|
|
2022
Q2 | $4.21M | Buy |
40,198
+5,297
| +15% | +$555K | 0.44% | 65 |
|
|
2022
Q1 | $3.65M | Buy |
34,901
+13,747
| +65% | +$1.44M | 0.32% | 82 |
|
|
2021
Q4 | $2.27M | Buy |
21,154
+18,559
| +715% | +$1.99M | 0.18% | 119 |
|
|
2021
Q3 | $279K | Sell |
2,595
-140
| -5% | -$15.1K | 0.02% | 256 |
|
|
2021
Q2 | $295K | Hold |
2,735
| – | – | 0.03% | 248 |
|
|
2021
Q1 | $295K | Sell |
2,735
-375
| -12% | -$40.4K | 0.03% | 240 |
|
|
2020
Q4 | $336K | Sell |
3,110
-250
| -7% | -$27K | 0.03% | 221 |
|
|
2020
Q3 | $363K | Buy |
+3,360
| New | +$363K | 0.04% | 205 |
|