Fort Point Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$208K | – | 291 |
|
|
2023
Q2 | $208K | Sell |
2,000
-15,697
| -89% | -$1.63M | 0.03% | 249 |
|
|
2023
Q1 | $1.85M | Sell |
17,697
-8,520
| -32% | -$892K | 0.28% | 58 |
|
|
2022
Q4 | $2.73M | Buy |
26,217
+650
| +3% | +$67.8K | 0.43% | 44 |
|
|
2022
Q3 | $2.63M | Buy |
+25,567
| New | +$2.63M | 0.44% | 44 |
|
|
2022
Q1 | – | Sell |
-2,783
| Closed | -$299K | – | 297 |
|
|
2021
Q4 | $299K | Hold |
2,783
| – | – | 0.04% | 217 |
|
|
2021
Q3 | $299K | Buy |
+2,783
| New | +$299K | 0.04% | 190 |
|