Colton Groome Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $904K | Buy |
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