Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.69M | Buy |
35,024
+25,737
| +277% | +$2.71M | 1.89% | 17 |
|
|
2024
Q3 | $986K | Buy |
9,287
+1,049
| +13% | +$111K | 0.56% | 44 |
|
|
2024
Q2 | $861K | Buy |
8,238
+743
| +10% | +$77.7K | 0.54% | 44 |
|
|
2024
Q1 | $785K | Sell |
7,495
-1,453
| -16% | -$152K | 0.5% | 48 |
|
|
2023
Q4 | $943K | Buy |
8,948
+519
| +6% | +$54.7K | 0.67% | 37 |
|
|
2023
Q3 | $867K | Buy |
8,429
+160
| +2% | +$16.5K | 0.69% | 36 |
|
|
2023
Q2 | $860K | Buy |
8,269
+5
| +0.1% | +$520 | 0.66% | 36 |
|
|
2023
Q1 | $865K | Buy |
8,264
+1,904
| +30% | +$199K | 0.68% | 32 |
|
|
2022
Q4 | $663K | Buy |
+6,360
| New | +$663K | 0.55% | 38 |
|