JIP
Jaffetilchin Investment Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,317
| – | – | 0.02% | 377 |
|
|
2025
Q1 | $245K | Buy |
+2,317
| New | +$245K | 0.02% | 362 |
|
|
2024
Q4 | – | Sell |
-1,133
| Closed | -$120K | – | 1184 |
|
|
2024
Q3 | $120K | Buy |
+1,133
| New | +$120K | 0.01% | 431 |
|
|
2020
Q1 | – | Sell |
-2,596
| Closed | -$277K | – | 223 |
|
|
2019
Q4 | $277K | Buy |
+2,596
| New | +$277K | 0.06% | 175 |
|
|
2019
Q1 | – | Sell |
-9,837
| Closed | -$1.04M | – | 313 |
|
|
2018
Q4 | $1.04M | Sell |
9,837
-7,542
| -43% | -$795K | 0.26% | 53 |
|
|
2018
Q3 | $1.82M | Buy |
17,379
+3,280
| +23% | +$343K | 0.38% | 39 |
|
|
2018
Q2 | $1.48M | Sell |
14,099
-1,921
| -12% | -$202K | 0.33% | 50 |
|
|
2018
Q1 | $1.68M | Buy |
+16,020
| New | +$1.68M | 0.38% | 40 |
|
|
2017
Q4 | – | Sell |
-17,421
| Closed | -$1.85M | – | 290 |
|
|
2017
Q3 | $1.85M | Buy |
+17,421
| New | +$1.85M | 0.44% | 38 |
|
|
2017
Q2 | – | Sell |
-13,084
| Closed | -$1.38M | – | 287 |
|
|
2017
Q1 | $1.38M | Buy |
+13,084
| New | +$1.38M | 0.35% | 45 |
|
|
2015
Q1 | – | Sell |
-20,940
| Closed | -$2.22M | – | 241 |
|
|
2014
Q4 | $2.22M | Buy |
20,940
+51
| +0.2% | +$5.4K | 0.74% | 24 |
|
|
2014
Q3 | $2.22M | Buy |
20,889
+38
| +0.2% | +$4.04K | 0.81% | 20 |
|
|
2014
Q2 | $2.22M | Buy |
20,851
+42
| +0.2% | +$4.46K | 0.79% | 21 |
|
|
2014
Q1 | $2.21M | Sell |
20,809
-10,267
| -33% | -$1.09M | 0.86% | 20 |
|
|
2013
Q4 | $3.3M | Buy |
31,076
+3,956
| +15% | +$420K | 1.63% | 14 |
|
|
2013
Q3 | $2.88M | Buy |
27,120
+1,974
| +8% | +$210K | 1.69% | 12 |
|
|
2013
Q2 | $2.65M | Buy |
+25,146
| New | +$2.65M | 1.83% | 10 |
|