Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$105K | – | 344 |
|
|
2018
Q2 | $105K | Hold |
1,000
| – | – | 0.05% | 142 |
|
|
2018
Q1 | $105K | Buy |
+1,000
| New | +$105K | 0.05% | 142 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$105K | – | 354 |
|
|
2015
Q4 | $105K | Hold |
1,000
| – | – | 0.07% | 128 |
|
|
2015
Q3 | $105K | Hold |
1,000
| – | – | 0.07% | 128 |
|
|
2015
Q2 | $105K | Buy |
+1,000
| New | +$105K | 0.07% | 142 |
|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$106K | – | 395 |
|
|
2014
Q1 | $106K | Hold |
1,000
| – | – | 0.09% | 155 |
|
|
2013
Q4 | $106K | Buy |
+1,000
| New | +$106K | 0.09% | 148 |
|