Investments & Financial Planning LLC’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 | $283K | Sell |
2,661
-408
| -13% | -$43.4K | 0.16% | 30 |
|
|
2025
Q1 | $324K | Buy |
3,069
+500
| +19% | +$52.8K | 0.21% | 29 |
|
|
2024
Q4 | $271K | Sell |
2,569
-86
| -3% | -$9.07K | 0.17% | 28 |
|
|
2024
Q3 | $282K | Sell |
2,655
-40
| -1% | -$4.25K | 0.18% | 28 |
|
|
2024
Q2 | $282K | Sell |
2,695
-130
| -5% | -$13.6K | 0.19% | 28 |
|
|
2024
Q1 | $296K | Sell |
2,825
-544
| -16% | -$57K | 0.2% | 28 |
|
|
2023
Q4 | $355K | Sell |
3,369
-84
| -2% | -$8.86K | 0.27% | 26 |
|
|
2023
Q3 | $355K | Sell |
3,453
-334
| -9% | -$34.4K | 0.32% | 28 |
|
|
2023
Q2 | $394K | Sell |
3,787
-413
| -10% | -$43K | 0.34% | 28 |
|
|
2023
Q1 | $440K | Sell |
4,200
-333
| -7% | -$34.9K | 0.4% | 26 |
|
|
2022
Q4 | $473K | Buy |
+4,533
| New | +$473K | 0.46% | 23 |
|
|
2022
Q2 | $359K | Buy |
3,427
+146
| +4% | +$15.3K | 0.37% | 27 |
|
|
2022
Q1 | $343K | Sell |
3,281
-119
| -4% | -$12.4K | 0.3% | 25 |
|
|
2021
Q4 | $360K | Buy |
+3,400
| New | +$360K | 0.32% | 24 |
|