Access Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,266
| Closed | -$342K | – | 98 |
|
2022
Q2 | $342K | Sell |
3,266
-136
| -4% | -$14.2K | 0.2% | 88 |
|
2022
Q1 | $356K | Sell |
3,402
-285
| -8% | -$29.8K | 0.17% | 99 |
|
2021
Q4 | $396K | Sell |
3,687
-1,112
| -23% | -$119K | 0.18% | 95 |
|
2021
Q3 | $516K | Sell |
4,799
-8,715
| -64% | -$937K | 0.23% | 88 |
|
2021
Q2 | $1.46M | Buy |
+13,514
| New | +$1.46M | 0.68% | 56 |
|