Creative Financial Designs’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 | $923K | Sell |
8,677
-2,240
| -21% | -$238K | 0.07% | 229 |
|
|
2025
Q1 | $1.15M | Buy |
10,917
+480
| +5% | +$50.7K | 0.09% | 180 |
|
|
2024
Q4 | $1.1M | Buy |
10,437
+3,937
| +61% | +$415K | 0.09% | 188 |
|
|
2024
Q3 | $690K | Sell |
6,500
-552
| -8% | -$58.6K | 0.06% | 242 |
|
|
2024
Q2 | $737K | Buy |
7,052
+37
| +0.5% | +$3.87K | 0.07% | 217 |
|
|
2024
Q1 | $735K | Sell |
7,015
-3,792
| -35% | -$397K | 0.07% | 203 |
|
|
2023
Q4 | $1.14M | Sell |
10,807
-12,734
| -54% | -$1.34M | 0.12% | 151 |
|
|
2023
Q3 | $2.42M | Buy |
23,541
+578
| +3% | +$59.5K | 0.28% | 75 |
|
|
2023
Q2 | $2.39M | Buy |
22,963
+2,165
| +10% | +$225K | 0.28% | 73 |
|
|
2023
Q1 | $2.18M | Sell |
20,798
-7,934
| -28% | -$831K | 0.29% | 77 |
|
|
2022
Q4 | $3M | Buy |
28,732
+14,902
| +108% | +$1.55M | 0.44% | 54 |
|
|
2022
Q3 | $1.42M | Buy |
13,830
+2,121
| +18% | +$218K | 0.23% | 84 |
|
|
2022
Q2 | $1.23M | Buy |
11,709
+11,390
| +3,571% | +$1.19M | 0.2% | 104 |
|
|
2022
Q1 | $33K | Sell |
319
-19,511
| -98% | -$2.02M | 0.01% | 653 |
|
|
2021
Q4 | $2.13M | Buy |
19,830
+2,839
| +17% | +$305K | 0.32% | 71 |
|
|
2021
Q3 | $1.83M | Buy |
16,991
+1,976
| +13% | +$213K | 0.3% | 76 |
|
|
2021
Q2 | $1.62M | Buy |
15,015
+3,537
| +31% | +$381K | 0.28% | 77 |
|
|
2021
Q1 | $1.24M | Buy |
11,478
+1,536
| +15% | +$166K | 0.24% | 82 |
|
|
2020
Q4 | $1.08M | Buy |
9,942
+3,740
| +60% | +$404K | 0.23% | 84 |
|
|
2020
Q3 | $670K | Buy |
6,202
+5,470
| +747% | +$591K | 0.17% | 112 |
|
|
2020
Q2 | $79K | Buy |
+732
| New | +$79K | 0.02% | 330 |
|