Fortis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,289
| Closed | -$3.9M | – | 320 |
|
|
2022
Q1 | $3.9M | Buy |
37,289
+30
| +0.1% | +$3.14K | 2.14% | 15 |
|
|
2021
Q4 | $4M | Buy |
37,259
+64
| +0.2% | +$6.87K | 2.32% | 12 |
|
|
2021
Q3 | $4M | Buy |
37,195
+62
| +0.2% | +$6.67K | 2.44% | 10 |
|
|
2021
Q2 | $4M | Buy |
37,133
+79
| +0.2% | +$8.52K | 2.31% | 11 |
|
|
2021
Q1 | $4M | Buy |
+37,054
| New | +$4M | 2.84% | 10 |
|