Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-20
| Closed | -$2K | – | 1140 |
|
|
2024
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1061 |
|
|
2024
Q2 | – | Sell |
-477
| Closed | -$50K | – | 1333 |
|
|
2024
Q1 | $50K | Buy |
477
+1
| +0.2% | +$105 | 0.01% | 469 |
|
|
2023
Q4 | $50K | Buy |
476
+29
| +6% | +$3.05K | 0.02% | 458 |
|
|
2023
Q3 | $46K | Buy |
+447
| New | +$46K | 0.02% | 462 |
|
|
2023
Q1 | $63K | Buy |
+602
| New | +$63K | 0.02% | 399 |
|
|
2022
Q4 | – | Sell |
-158
| Closed | -$16K | – | 1043 |
|
|
2022
Q3 | $16K | Buy |
+158
| New | +$16K | 0.01% | 631 |
|