Cardiff Park 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Sell |
28,246
-978
| -3% | -$104K | 0.26% | 52 |
|
2025
Q1 | $3.09M | Buy |
29,224
+38
| +0.1% | +$4.01K | 0.3% | 50 |
|
2024
Q4 | $3.08M | Sell |
29,186
-1,538
| -5% | -$162K | 0.29% | 49 |
|
2024
Q3 | $3.26M | Buy |
30,724
+50
| +0.2% | +$5.31K | 0.29% | 46 |
|
2024
Q2 | $3.21M | Buy |
30,674
+46
| +0.2% | +$4.81K | 0.31% | 46 |
|
2024
Q1 | $3.21M | Buy |
30,628
+24
| +0.1% | +$2.51K | 0.3% | 50 |
|
2023
Q4 | $3.23M | Buy |
30,604
+2,200
| +8% | +$232K | 0.36% | 44 |
|
2023
Q3 | $2.92M | Buy |
28,404
+32
| +0.1% | +$3.29K | 0.37% | 47 |
|
2023
Q2 | $2.95M | Sell |
28,372
-10,610
| -27% | -$1.1M | 0.36% | 46 |
|
2023
Q1 | $4.08M | Buy |
38,982
+21
| +0.1% | +$2.2K | 0.54% | 35 |
|
2022
Q4 | $4.06M | Sell |
38,961
-12,800
| -25% | -$1.33M | 0.57% | 34 |
|
2022
Q3 | $5.31M | Buy |
51,761
+37
| +0.1% | +$3.8K | 0.83% | 26 |
|
2022
Q2 | $5.41M | Buy |
+51,724
| New | +$5.41M | 0.82% | 23 |
|