Flagstone Financial Management’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
Q1
Sell
-10,742
Closed -$1.13M 45
2023
Q4
$1.13M Buy
10,742
+7,708
+254% +$813K 0.46% 19
2023
Q3
$312K Buy
3,034
+647
+27% +$66.6K 0.14% 32
2023
Q2
$248K Buy
2,387
+88
+4% +$9.16K 0.12% 37
2023
Q1
$241K Sell
2,299
-975
-30% -$102K 0.12% 37
2022
Q4
$341K Buy
+3,274
New +$341K 0.21% 29