Colton Groome Financial 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 | $1.25M | Sell |
11,731
-900
| -7% | -$95.7K | 0.42% | 45 |
|
|
2025
Q1 | $1.33M | Sell |
12,631
-1,685
| -12% | -$178K | 0.52% | 37 |
|
|
2024
Q4 | $1.51M | Buy |
14,316
+9,725
| +212% | +$1.03M | 0.58% | 35 |
|
|
2024
Q3 | $488K | Buy |
4,591
+520
| +13% | +$55.2K | 0.18% | 75 |
|
|
2024
Q2 | $426K | Buy |
4,071
+20
| +0.5% | +$2.09K | 0.17% | 73 |
|
|
2024
Q1 | $424K | Sell |
4,051
-650
| -14% | -$68.1K | 0.17% | 77 |
|
|
2023
Q4 | $496K | Sell |
4,701
-616
| -12% | -$64.9K | 0.22% | 70 |
|
|
2023
Q3 | $547K | Sell |
5,317
-1,135
| -18% | -$117K | 0.27% | 64 |
|
|
2023
Q2 | $671K | Buy |
6,452
+1,791
| +38% | +$186K | 0.31% | 65 |
|
|
2023
Q1 | $488K | Buy |
4,661
+521
| +13% | +$54.5K | 0.23% | 80 |
|
|
2022
Q4 | $432K | Sell |
4,140
-550
| -12% | -$57.3K | 0.21% | 79 |
|
|
2022
Q3 | $481K | Sell |
4,690
-175
| -4% | -$17.9K | 0.25% | 59 |
|
|
2022
Q2 | $509K | Sell |
4,865
-3,115
| -39% | -$326K | 0.25% | 54 |
|
|
2022
Q1 | $835K | Buy |
7,980
+4,605
| +136% | +$482K | 0.39% | 43 |
|
|
2021
Q4 | $362K | Sell |
3,375
-5,025
| -60% | -$539K | 0.15% | 94 |
|
|
2021
Q3 | $904K | Buy |
+8,400
| New | +$904K | 0.39% | 42 |
|