Catalyst 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 | $544K | Sell |
5,119
-5,325
| -51% | -$566K | 0.06% | 155 |
|
|
2025
Q1 | $1.1M | Sell |
10,444
-2,878
| -22% | -$304K | 0.2% | 59 |
|
|
2024
Q4 | $1.41M | Buy |
13,322
+1,784
| +15% | +$188K | 0.26% | 46 |
|
|
2024
Q3 | $1.23M | Buy |
11,538
+833
| +8% | +$88.5K | 0.24% | 53 |
|
|
2024
Q2 | $1.12M | Sell |
10,705
-128
| -1% | -$13.4K | 0.25% | 51 |
|
|
2024
Q1 | $1.13M | Sell |
10,833
-20,418
| -65% | -$2.13M | 0.29% | 43 |
|
|
2023
Q4 | $3.29M | Sell |
31,251
-37,909
| -55% | -$4M | 0.93% | 18 |
|
|
2023
Q3 | $7.11M | Buy |
69,160
+5,748
| +9% | +$591K | 2.3% | 10 |
|
|
2023
Q2 | $6.6M | Buy |
63,412
+7,992
| +14% | +$831K | 2.35% | 10 |
|
|
2023
Q1 | $5.8M | Buy |
55,420
+14,496
| +35% | +$1.52M | 2.48% | 9 |
|
|
2022
Q4 | $4.27M | Buy |
+40,924
| New | +$4.27M | 2.19% | 12 |
|