Financial Life Advisors’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 | $258K | Sell |
2,425
-197
| -8% | -$20.9K | 0.09% | 43 |
|
|
2025
Q1 | $277K | Sell |
2,622
-3,093
| -54% | -$327K | 0.1% | 46 |
|
|
2024
Q4 | $603K | Buy |
5,715
+250
| +5% | +$26.4K | 0.23% | 29 |
|
|
2024
Q3 | $580K | Sell |
5,465
-323
| -6% | -$34.3K | 0.22% | 28 |
|
|
2024
Q2 | $605K | Buy |
5,788
+1,209
| +26% | +$126K | 0.25% | 31 |
|
|
2024
Q1 | $480K | Buy |
4,579
+125
| +3% | +$13.1K | 0.2% | 36 |
|
|
2023
Q4 | $470K | Sell |
4,454
-14,873
| -77% | -$1.57M | 0.2% | 38 |
|
|
2023
Q3 | $1.99M | Sell |
19,327
-2,180
| -10% | -$224K | 0.86% | 22 |
|
|
2023
Q2 | $2.24M | Buy |
21,507
+8,727
| +68% | +$908K | 0.93% | 22 |
|
|
2023
Q1 | $1.34M | Buy |
12,780
+691
| +6% | +$72.3K | 0.58% | 34 |
|
|
2022
Q4 | $1.26M | Buy |
+12,089
| New | +$1.26M | 0.58% | 39 |
|