Financial Counselors Inc’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 | – | Sell |
-3,421
| Closed | -$361K | – | 464 |
|
2025
Q1 | $361K | Buy |
3,421
+69
| +2% | +$7.29K | 0.01% | 464 |
|
2024
Q4 | $354K | Buy |
3,352
+250
| +8% | +$26.4K | 0.01% | 465 |
|
2024
Q3 | $329K | Buy |
3,102
+865
| +39% | +$91.9K | ﹤0.01% | 495 |
|
2024
Q2 | $234K | Buy |
2,237
+293
| +15% | +$30.6K | ﹤0.01% | 521 |
|
2024
Q1 | $204K | Sell |
1,944
-972
| -33% | -$102K | ﹤0.01% | 557 |
|
2023
Q4 | $307K | Sell |
2,916
-4,061
| -58% | -$428K | 0.01% | 482 |
|
2023
Q3 | $718K | Buy |
+6,977
| New | +$718K | 0.01% | 348 |
|