Cahill 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 | – | Sell |
-2,122
| Closed | -$222K | – | 245 |
|
|
2023
Q1 | $222K | Buy |
2,122
+5
| +0.2% | +$523 | 0.04% | 221 |
|
|
2022
Q4 | $221K | Buy |
2,117
+121
| +6% | +$12.6K | 0.04% | 215 |
|
|
2022
Q3 | $205K | Sell |
1,996
-532
| -21% | -$54.6K | 0.04% | 207 |
|
|
2022
Q2 | $265K | Buy |
2,528
+156
| +7% | +$16.4K | 0.06% | 185 |
|
|
2022
Q1 | $248K | Buy |
2,372
+286
| +14% | +$29.9K | 0.05% | 201 |
|
|
2021
Q4 | $224K | Sell |
2,086
-656
| -24% | -$70.4K | 0.04% | 207 |
|
|
2021
Q3 | $295K | Buy |
2,742
+128
| +5% | +$13.8K | 0.06% | 188 |
|
|
2021
Q2 | $282K | Hold |
2,614
| – | – | 0.06% | 180 |
|
|
2021
Q1 | $282K | Buy |
2,614
+388
| +17% | +$41.9K | 0.07% | 176 |
|
|
2020
Q4 | $241K | Buy |
+2,226
| New | +$241K | 0.06% | 178 |
|