IFS Advisors’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
2022
Q2
Sell
-125
Closed -$13K 127
2022
Q1
$13K Sell
125
-19,671
-99% -$2.05M 0.01% 53
2021
Q4
$2.13M Sell
19,796
-1,330
-6% -$143K 1.49% 14
2021
Q3
$2.27M Buy
21,126
+931
+5% +$100K 1.46% 15
2021
Q2
$2.18M Buy
20,195
+1,272
+7% +$137K 1.46% 16
2021
Q1
$2.04M Sell
18,923
-1,563
-8% -$169K 1.6% 14
2020
Q4
$2.21M Buy
+20,486
New +$2.21M 1.7% 12