First Affirmative Financial Network’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
Q1 | $876K | Buy |
8,299
+375
| +5% | +$39.6K | 0.54% | 35 |
|
|
2024
Q4 | $836K | Sell |
7,924
-312
| -4% | -$32.9K | 0.48% | 47 |
|
|
2024
Q3 | $875K | Buy |
8,236
+323
| +4% | +$34.3K | 0.48% | 49 |
|
|
2024
Q2 | $827K | Buy |
7,913
+241
| +3% | +$25.2K | 0.57% | 30 |
|
|
2024
Q1 | $804K | Sell |
7,672
-114
| -1% | -$11.9K | 0.59% | 31 |
|
|
2023
Q4 | $821K | Buy |
7,786
+13
| +0.2% | +$1.37K | 0.66% | 27 |
|
|
2023
Q3 | $800K | Sell |
7,773
-262
| -3% | -$27K | 0.78% | 17 |
|
|
2023
Q2 | $836K | Sell |
8,035
-386
| -5% | -$40.2K | 0.83% | 14 |
|
|
2023
Q1 | $882K | Sell |
8,421
-655
| -7% | -$68.6K | 1.02% | 10 |
|
|
2022
Q4 | $946K | Sell |
9,076
-413
| -4% | -$43.1K | 1.15% | 10 |
|
|
2022
Q3 | $974K | Sell |
9,489
-2,318
| -20% | -$238K | 1.24% | 10 |
|
|
2022
Q2 | $1.24M | Sell |
11,807
-370
| -3% | -$38.7K | 1.4% | 9 |
|
|
2022
Q1 | $1.27M | Buy |
12,177
+726
| +6% | +$76K | 1.22% | 10 |
|
|
2021
Q4 | $1.23M | Sell |
11,451
-234
| -2% | -$25.1K | 1.12% | 11 |
|
|
2021
Q3 | $1.26M | Buy |
+11,685
| New | +$1.26M | 1.29% | 9 |
|