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 |
|