Flagship Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $540K | Buy |
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|
2025
Q2 | $453K | Hold |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $281K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $853K | Sell |
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|
2023
Q2 | $945K | Sell |
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|
2023
Q1 | $997K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $956K | Buy |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $334K | Buy |
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