Financial Partners Group (Kansas)’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
Q1
Sell
-1,939
Closed -$204K 181
2023
Q4
$204K Buy
1,939
+6
+0.3% +$633 0.04% 162
2023
Q3
$200K Sell
1,933
-13
-0.7% -$1.35K 0.04% 158
2023
Q2
$202K Buy
+1,946
New +$202K 0.04% 154
2019
Q4
Sell
-2,408
Closed -$257K 88
2019
Q3
$257K Buy
+2,408
New +$257K 0.11% 65