FourThought Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,324
| Closed | -$772K | – | 348 |
|
|
2023
Q4 | $772K | Sell |
7,324
-11,454
| -61% | -$1.21M | 0.1% | 148 |
|
|
2023
Q3 | $1.93M | Buy |
18,778
+16,029
| +583% | +$1.65M | 0.27% | 85 |
|
|
2023
Q2 | $286K | Sell |
2,749
-6,987
| -72% | -$727K | 0.04% | 256 |
|
|
2023
Q1 | $1.02M | Hold |
9,736
| – | – | 0.14% | 123 |
|
|
2022
Q4 | $1.02M | Buy |
+9,736
| New | +$1.02M | 0.15% | 123 |
|