Compass Financial Group (Florida)’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
Q2 | $728K | Buy |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $424K | Hold |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $438K | Hold |
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|
2020
Q3 | $438K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $431K | Hold |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $432K | Hold |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $427K | Hold |
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|
2018
Q3 | $425K | Buy |
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