First Heartland Consultants’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
Q2 | $1.37M | Buy |
+12,927
| New | +$1.37M | 0.12% | 130 |
|
|
2025
Q1 | – | Sell |
-7,324
| Closed | -$773K | – | 481 |
|
|
2024
Q4 | $773K | Buy |
7,324
+1,142
| +18% | +$120K | 0.08% | 179 |
|
|
2024
Q3 | $656K | Buy |
6,182
+2,380
| +63% | +$253K | 0.07% | 192 |
|
|
2024
Q2 | $397 | Buy |
3,802
+1,508
| +66% | +$157 | 0.03% | 297 |
|
|
2024
Q1 | $240K | Buy |
+2,294
| New | +$240K | 0.02% | 374 |
|
|
2013
Q3 | – | Sell |
-71
| Closed | -$7K | – | 353 |
|
|
2013
Q2 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 362 |
|