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 |
|