FSG
Financial Strategies Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
12,561
+648
| +5% | +$69K | 0.28% | 41 |
|
|
2025
Q1 | $1.25M | Buy |
11,913
+850
| +8% | +$89.4K | 0.3% | 40 |
|
|
2024
Q4 | $1.17M | Buy |
11,063
+428
| +4% | +$45.1K | 0.28% | 40 |
|
|
2024
Q3 | $1.13M | Buy |
10,635
+1,388
| +15% | +$147K | 0.26% | 41 |
|
|
2024
Q2 | $968K | Buy |
9,247
+300
| +3% | +$31.4K | 0.24% | 42 |
|
|
2024
Q1 | $934K | Buy |
8,947
+752
| +9% | +$78.5K | 0.25% | 42 |
|
|
2023
Q4 | $859K | Buy |
8,195
+271
| +3% | +$28.4K | 0.25% | 42 |
|
|
2023
Q3 | $817K | Sell |
7,924
-2,738
| -26% | -$282K | 0.26% | 44 |
|
|
2023
Q2 | $1.11M | Buy |
10,662
+2,391
| +29% | +$249K | 0.35% | 40 |
|
|
2023
Q1 | $866K | Buy |
8,271
+2,246
| +37% | +$235K | 0.33% | 43 |
|
|
2022
Q4 | $628K | Sell |
6,025
-3,680
| -38% | -$384K | 0.26% | 49 |
|
|
2022
Q3 | $996K | Buy |
9,705
+327
| +3% | +$33.6K | 0.45% | 39 |
|
|
2022
Q2 | $982K | Sell |
9,378
-338
| -3% | -$35.4K | 0.41% | 34 |
|
|
2022
Q1 | $1.02M | Sell |
9,716
-1,920
| -17% | -$201K | 0.41% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
11,636
+676
| +6% | +$72.6K | 0.51% | 24 |
|
|
2021
Q3 | $1.18M | Buy |
10,960
+347
| +3% | +$37.3K | 0.53% | 24 |
|
|
2021
Q2 | $1.14M | Buy |
10,613
+882
| +9% | +$95.1K | 0.53% | 24 |
|
|
2021
Q1 | $1.05M | Sell |
9,731
-5,777
| -37% | -$623K | 0.54% | 23 |
|
|
2020
Q4 | $1.68M | Buy |
15,508
+5,977
| +63% | +$646K | 0.94% | 19 |
|
|
2020
Q3 | $1.03M | Buy |
9,531
+1,901
| +25% | +$205K | 0.69% | 20 |
|
|
2020
Q2 | $823K | Buy |
7,630
+3,796
| +99% | +$409K | 0.61% | 19 |
|
|
2020
Q1 | $408K | Buy |
+3,834
| New | +$408K | 0.37% | 23 |
|