Cascade Financial Partners’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 | $3.06M | Buy |
28,812
+1,314
| +5% | +$140K | 0.37% | 56 |
|
|
2025
Q1 | $2.9M | Buy |
27,498
+9,986
| +57% | +$1.05M | 0.37% | 55 |
|
|
2024
Q4 | $1.85M | Buy |
17,512
+11,182
| +177% | +$1.18M | 0.24% | 66 |
|
|
2024
Q3 | $670K | Buy |
6,330
+85
| +1% | +$8.99K | 0.08% | 127 |
|
|
2024
Q2 | $653K | Sell |
6,245
-5,385
| -46% | -$563K | 0.09% | 123 |
|
|
2024
Q1 | $1.21M | Buy |
+11,630
| New | +$1.21M | 0.17% | 86 |
|