BMS Financial 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
Q2 | $203K | Sell |
1,949
-1,079
| -36% | -$112K | 0.13% | 111 |
|
|
2023
Q1 | $317K | Sell |
3,028
-68
| -2% | -$7.12K | 0.22% | 92 |
|
|
2022
Q4 | $332K | Sell |
3,096
-2,198
| -42% | -$236K | 0.22% | 75 |
|
|
2022
Q3 | $543K | Buy |
5,294
+2,128
| +67% | +$218K | 0.38% | 52 |
|
|
2022
Q2 | $340K | Buy |
3,166
+345
| +12% | +$37.1K | 0.22% | 76 |
|
|
2022
Q1 | $295K | Sell |
2,821
-354
| -11% | -$37K | 0.19% | 94 |
|
|
2021
Q4 | $341K | Buy |
+3,175
| New | +$341K | 0.22% | 80 |
|