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 |
|