Dakota Community Bank & Trust’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
Q4 | – | Sell |
-965
| Closed | -$99.3K | – | 129 |
|
2023
Q3 | $99.3K | Hold |
965
| – | – | 0.63% | 60 |
|
2023
Q2 | $100K | Sell |
965
-454
| -32% | -$47.2K | 0.59% | 63 |
|
2023
Q1 | $149K | Sell |
1,419
-144
| -9% | -$15.1K | 0.92% | 42 |
|
2022
Q4 | $163K | Hold |
1,563
| – | – | 0.93% | 46 |
|
2022
Q3 | $160K | Buy |
+1,563
| New | +$160K | 1.11% | 39 |
|