Forum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,025
| Closed | -$1.9M | – | 929 |
|
|
2024
Q4 | $1.9M | Hold |
18,025
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $1.91M | Sell |
18,025
-805
| -4% | -$85.5K | 0.03% | 112 |
|
|
2024
Q2 | $1.97M | Hold |
18,830
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $1.97M | Sell |
18,830
-9,516
| -34% | -$997K | 0.03% | 112 |
|
|
2023
Q4 | $2.99M | Hold |
28,346
| – | – | 0.06% | 71 |
|
|
2023
Q3 | $2.92M | Hold |
28,346
| – | – | 0.06% | 61 |
|
|
2023
Q2 | $2.95M | Sell |
28,346
-7,720
| -21% | -$803K | 0.07% | 58 |
|
|
2023
Q1 | $3.78M | Buy |
36,066
+4,839
| +15% | +$507K | 0.11% | 46 |
|
|
2022
Q4 | $3.26M | Hold |
31,227
| – | – | 0.11% | 48 |
|
|
2022
Q3 | $3.21M | Sell |
31,227
-3,871
| -11% | -$397K | 0.15% | 43 |
|
|
2022
Q2 | $3.67M | Buy |
+35,098
| New | +$3.67M | 0.19% | 36 |
|