Eley Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,809
| Closed | -$294K | – | 69 |
|
|
2024
Q2 | $294K | Sell |
2,809
-144
| -5% | -$15.1K | 0.12% | 64 |
|
|
2024
Q1 | $309K | Sell |
2,953
-3,775
| -56% | -$395K | 0.13% | 63 |
|
|
2023
Q4 | $709K | Sell |
6,728
-11,399
| -63% | -$1.2M | 0.33% | 60 |
|
|
2023
Q3 | $1.86M | Sell |
18,127
-10,235
| -36% | -$1.05M | 0.95% | 33 |
|
|
2023
Q2 | $2.95M | Hold |
28,362
| – | – | 1.44% | 24 |
|
|
2023
Q1 | $2.97M | Hold |
28,362
| – | – | 1.53% | 22 |
|
|
2022
Q4 | $2.96M | Buy |
+28,362
| New | +$2.96M | 1.59% | 21 |
|