Cedar Brook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,011
| Closed | -$210K | – | 421 |
|
|
2023
Q1 | $210K | Sell |
2,011
-1,625
| -45% | -$170K | 0.05% | 357 |
|
|
2022
Q4 | $379K | Sell |
3,636
-2,509
| -41% | -$262K | 0.11% | 215 |
|
|
2022
Q3 | $631K | Buy |
6,145
+2,892
| +89% | +$297K | 0.2% | 130 |
|
|
2022
Q2 | $340K | Buy |
+3,253
| New | +$340K | 0.11% | 218 |
|
|
2020
Q1 | – | Sell |
-2,056
| Closed | -$220K | – | 294 |
|
|
2019
Q4 | $220K | Sell |
2,056
-1
| -0% | -$107 | 0.09% | 258 |
|
|
2019
Q3 | $219K | Sell |
2,057
-1
| -0% | -$106 | 0.1% | 266 |
|
|
2019
Q2 | $219K | Hold |
2,058
| – | – | 0.1% | 265 |
|
|
2019
Q1 | $218K | Sell |
2,058
-173
| -8% | -$18.3K | 0.11% | 258 |
|
|
2018
Q4 | $235K | Buy |
+2,231
| New | +$235K | 0.14% | 196 |
|