Auxano 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,050
| Closed | -$417K | – | 136 |
|
2023
Q3 | $417K | Hold |
4,050
| – | – | 0.17% | 69 |
|
2023
Q2 | $424K | Hold |
4,050
| – | – | 0.17% | 67 |
|
2023
Q1 | $424K | Hold |
4,050
| – | – | 0.17% | 67 |
|
2022
Q4 | $422K | Hold |
4,050
| – | – | 0.19% | 62 |
|
2022
Q3 | $416K | Hold |
4,050
| – | – | 0.19% | 62 |
|
2022
Q2 | $424K | Sell |
4,050
-1,525
| -27% | -$160K | 0.21% | 51 |
|
2022
Q1 | $583K | Buy |
+5,575
| New | +$583K | 0.25% | 42 |
|