Cosner Financial Group’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 | $1.06M | Hold |
9,977
| – | – | 0.59% | 22 |
|
|
2025
Q1 | $1.05M | Buy |
9,977
+932
| +10% | +$98.4K | 0.64% | 22 |
|
|
2024
Q4 | $954K | Hold |
9,045
| – | – | 0.6% | 23 |
|
|
2024
Q3 | $960K | Hold |
9,045
| – | – | 0.62% | 22 |
|
|
2024
Q2 | $946K | Sell |
9,045
-246
| -3% | -$25.7K | 0.67% | 18 |
|
|
2024
Q1 | $973K | Buy |
9,291
+2,097
| +29% | +$220K | 0.7% | 19 |
|
|
2023
Q4 | $758K | Sell |
7,194
-6,958
| -49% | -$734K | 0.64% | 23 |
|
|
2023
Q3 | $1.46M | Hold |
14,152
| – | – | 1.28% | 17 |
|
|
2023
Q2 | $1.47M | Buy |
+14,152
| New | +$1.47M | 1.21% | 18 |
|