Goldstone Financial Group’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
Q2 | $212K | Hold |
1,998
| – | – | 0.03% | 199 |
|
2025
Q1 | $211K | Hold |
1,998
| – | – | 0.03% | 196 |
|
2024
Q4 | $211K | Hold |
1,998
| – | – | 0.03% | 194 |
|
2024
Q3 | $212K | Hold |
1,998
| – | – | 0.04% | 186 |
|
2024
Q2 | $209K | Hold |
1,998
| – | – | 0.04% | 172 |
|
2024
Q1 | $209K | Hold |
1,998
| – | – | 0.05% | 159 |
|
2023
Q4 | $211K | Buy |
+1,998
| New | +$211K | 0.05% | 153 |
|