Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-127
| Closed | -$13.4K | – | 422 |
|
|
2024
Q1 | $13.4K | Buy |
127
+36
| +40% | +$3.79K | ﹤0.01% | 231 |
|
|
2023
Q4 | $9.46K | Sell |
91
-7
| -7% | -$727 | ﹤0.01% | 191 |
|
|
2023
Q3 | $10.1K | Buy |
98
+2
| +2% | +$207 | ﹤0.01% | 233 |
|
|
2023
Q2 | $9.99K | Buy |
96
+13
| +16% | +$1.35K | ﹤0.01% | 229 |
|
|
2023
Q1 | $8.66K | Sell |
83
-8
| -9% | -$834 | ﹤0.01% | 237 |
|
|
2022
Q4 | $9.46K | Sell |
91
-7,960
| -99% | -$827K | ﹤0.01% | 191 |
|
|
2022
Q3 | $827K | Sell |
8,051
-3,590
| -31% | -$369K | 0.14% | 42 |
|
|
2022
Q2 | $1.22M | Buy |
+11,641
| New | +$1.22M | 0.2% | 35 |
|