CRA Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,468
| Closed | -$258K | – | 219 |
|
|
2023
Q1 | $258K | Buy |
+2,468
| New | +$258K | 0.08% | 162 |
|
|
2022
Q2 | – | Sell |
-3,942
| Closed | -$412K | – | 218 |
|
|
2022
Q1 | $412K | Hold |
3,942
| – | – | 0.12% | 123 |
|
|
2021
Q4 | $423K | Sell |
3,942
-300
| -7% | -$32.2K | 0.13% | 121 |
|
|
2021
Q3 | $456K | Buy |
4,242
+2,316
| +120% | +$249K | 0.15% | 110 |
|
|
2021
Q2 | $208K | Buy |
1,926
+1
| +0.1% | +$108 | 0.07% | 179 |
|
|
2021
Q1 | $208K | Sell |
1,925
-850
| -31% | -$91.8K | 0.08% | 164 |
|
|
2020
Q4 | $300K | Buy |
+2,775
| New | +$300K | 0.13% | 118 |
|