Investment Management Associates’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-15,094
| Closed | -$1.55M | – | 37 |
|
2023
Q3 | $1.55M | Hold |
15,094
| – | – | 0.65% | 24 |
|
2023
Q2 | $1.57M | Hold |
15,094
| – | – | 0.57% | 28 |
|
2023
Q1 | $1.58M | Hold |
15,094
| – | – | 0.65% | 27 |
|
2022
Q4 | $1.57M | Hold |
15,094
| – | – | 0.66% | 27 |
|
2022
Q3 | $1.55M | Hold |
15,094
| – | – | 0.73% | 25 |
|
2022
Q2 | $1.59M | Hold |
15,094
| – | – | 0.68% | 24 |
|
2022
Q1 | $1.58M | Buy |
+15,094
| New | +$1.58M | 0.7% | 28 |
|