Ironwood Investment Counsel’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
Q1 | – | Sell |
-5,834
| Closed | -$608K | – | 217 |
|
2022
Q4 | $608K | Buy |
+5,834
| New | +$608K | 0.15% | 116 |
|
2021
Q2 | – | Sell |
-2,185
| Closed | -$235K | – | 205 |
|
2021
Q1 | $235K | Sell |
2,185
-340
| -13% | -$36.6K | 0.07% | 173 |
|
2020
Q4 | $272K | Buy |
2,525
+215
| +9% | +$23.2K | 0.06% | 178 |
|
2020
Q3 | $249K | Buy |
+2,310
| New | +$249K | 0.07% | 170 |
|