Ethos Financial Group’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 | $965K | Buy |
9,077
+1,924
| +27% | +$205K | 0.08% | 172 |
|
|
2025
Q1 | $754K | Hold |
7,153
| – | – | 0.07% | 177 |
|
|
2024
Q4 | $754K | Buy |
7,153
+4,339
| +154% | +$458K | 0.1% | 120 |
|
|
2024
Q3 | $299K | Hold |
2,814
| – | – | 0.05% | 205 |
|
|
2024
Q2 | $294K | Buy |
2,814
+36
| +1% | +$3.76K | 0.05% | 199 |
|
|
2024
Q1 | $291K | Hold |
2,778
| – | – | 0.06% | 205 |
|
|
2023
Q4 | $293K | Buy |
+2,778
| New | +$293K | 0.06% | 199 |
|