Boston Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,232
| Closed | -$237K | – | 281 |
|
|
2024
Q3 | $237K | Sell |
2,232
-575
| -20% | -$61.1K | 0.02% | 254 |
|
|
2024
Q2 | $293K | Hold |
2,807
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $294K | Sell |
2,807
-95
| -3% | -$9.95K | 0.02% | 223 |
|
|
2023
Q4 | $306K | Hold |
2,902
| – | – | 0.02% | 221 |
|
|
2023
Q3 | $298K | Buy |
2,902
+115
| +4% | +$11.8K | 0.02% | 220 |
|
|
2023
Q2 | $290K | Hold |
2,787
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $292K | Hold |
2,787
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $291K | Hold |
2,787
| – | – | 0.02% | 233 |
|
|
2022
Q3 | $286K | Buy |
2,787
+427
| +18% | +$43.8K | 0.03% | 230 |
|
|
2022
Q2 | $247K | Buy |
+2,360
| New | +$247K | 0.02% | 244 |
|