DFPG Investments’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
$1.35M Sell
12,790
-1,786
-12% -$188K 0.11% 183
2023
Q3
$1.51M Sell
14,576
-3,054
-17% -$317K 0.14% 155
2023
Q2
$1.84M Sell
17,630
-16,160
-48% -$1.68M 0.17% 134
2023
Q1
$3.54M Buy
33,790
+7,023
+26% +$735K 0.38% 58
2022
Q4
$2.8M Buy
+26,767
New +$2.8M 0.46% 46