CAP Partners LLC’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 | $313K | Buy |
2,940
+98
| +3% | +$10.4K | 0.2% | 102 |
|
|
2025
Q1 | $300K | Buy |
2,842
+60
| +2% | +$6.34K | 0.22% | 99 |
|
|
2024
Q4 | $293K | Sell |
2,782
-149
| -5% | -$15.7K | 0.21% | 102 |
|
|
2024
Q3 | $311K | Sell |
2,931
-7
| -0.2% | -$743 | 0.23% | 99 |
|
|
2024
Q2 | $307K | Buy |
2,938
+85
| +3% | +$8.89K | 0.25% | 94 |
|
|
2024
Q1 | $299K | Buy |
2,853
+5
| +0.2% | +$524 | 0.26% | 90 |
|
|
2023
Q4 | $300K | Buy |
+2,848
| New | +$300K | 0.3% | 71 |
|