Berger Financial Group’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 | $527K | Buy |
4,957
+3
| +0.1% | +$319 | 0.03% | 257 |
|
|
2025
Q1 | $523K | Hold |
4,954
| – | – | 0.04% | 254 |
|
|
2024
Q4 | $523K | Sell |
4,954
-205
| -4% | -$21.6K | 0.04% | 249 |
|
|
2024
Q3 | $548K | Sell |
5,159
-763
| -13% | -$81K | 0.04% | 222 |
|
|
2024
Q2 | $619K | Sell |
5,922
-400
| -6% | -$41.8K | 0.05% | 188 |
|
|
2024
Q1 | $662K | Buy |
+6,322
| New | +$662K | 0.05% | 176 |
|