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