Coppell Advisory Solutions’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
Q1 | – | Sell |
-23
| Closed | -$2.43K | – | 1667 |
|
2024
Q4 | $2.43K | Hold |
23
| – | – | ﹤0.01% | 1502 |
|
2024
Q3 | $2.45K | Hold |
23
| – | – | ﹤0.01% | 1410 |
|
2024
Q2 | $2.41K | Buy |
+23
| New | +$2.41K | ﹤0.01% | 1356 |
|
2023
Q4 | $3.59K | Buy |
34
+27
| +386% | +$2.85K | ﹤0.01% | 1181 |
|
2023
Q3 | $730 | Hold |
7
| – | – | ﹤0.01% | 968 |
|
2023
Q2 | $728 | Buy |
+7
| New | +$728 | ﹤0.01% | 1191 |
|
2023
Q1 | – | Sell |
-7
| Closed | -$730 | – | 957 |
|
2022
Q4 | $730 | Buy |
+7
| New | +$730 | ﹤0.01% | 971 |
|