GoalVest Advisory’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
Q2 | – | Sell |
-2,379
| Closed | -$249K | – | 405 |
|
|
2024
Q1 | $249K | Buy |
2,379
+1,695
| +248% | +$178K | 0.08% | 97 |
|
|
2023
Q4 | $72.1K | Buy |
684
+487
| +247% | +$51.3K | 0.03% | 114 |
|
|
2023
Q3 | $20.3K | Buy |
+197
| New | +$20.3K | 0.01% | 218 |
|
|
2022
Q3 | – | Sell |
-236
| Closed | -$25K | – | 308 |
|
|
2022
Q2 | $25K | Hold |
236
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $25K | Buy |
+236
| New | +$25K | 0.01% | 181 |
|
|
2021
Q2 | $33K | Hold |
307
| – | – | 0.02% | 164 |
|
|
2021
Q1 | $33K | Sell |
307
-89
| -22% | -$9.57K | 0.02% | 135 |
|
|
2020
Q4 | $43K | Buy |
+396
| New | +$43K | 0.04% | 123 |
|