Johnson Financial Group Inc (Wisconsin)’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 | $214K | Sell |
2,010
-700
| -26% | -$74.4K | 0.01% | 296 |
|
|
2025
Q1 | $286K | Hold |
2,710
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $287K | Sell |
2,710
-226
| -8% | -$23.9K | 0.01% | 260 |
|
|
2024
Q3 | $312K | Sell |
2,936
-1,264
| -30% | -$134K | 0.01% | 294 |
|
|
2024
Q2 | $439K | Sell |
4,200
-1,054
| -20% | -$110K | 0.02% | 222 |
|
|
2024
Q1 | $550K | Buy |
5,254
+4,612
| +718% | +$483K | 0.03% | 181 |
|
|
2023
Q4 | $67.7K | Buy |
642
+321
| +100% | +$33.8K | ﹤0.01% | 422 |
|
|
2023
Q3 | $33K | Hold |
321
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $33.4K | Hold |
321
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $33.6K | Buy |
+321
| New | +$33.6K | ﹤0.01% | 435 |
|