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Cooper Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cooper Financial Group’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,525
Closed -$270K – 177
2019
Q4 		$270K Buy
2,525
+66
+3% +$7.04K 0.11% 119
2019
Q3 		$262K Buy
2,459
+109
+5% +$11.6K 0.12% 113
2019
Q2 		$250K Buy
2,350
+9
+0.4% +$955 0.12% 108
2019
Q1 		$248K Buy
2,341
+141
+6% +$14.9K 0.14% 94
2018
Q4 		$232K Buy
+2,200
New +$230K 0.16% 87

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