KFA Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
16,365
+4,612
| +39% | +$490K | 0.54% | 30 |
|
|
2025
Q1 | $1.24M | Buy |
11,753
+22
| +0.2% | +$2.32K | 0.43% | 33 |
|
|
2024
Q4 | $1.24M | Buy |
11,731
+4,031
| +52% | +$425K | 0.52% | 30 |
|
|
2024
Q3 | $818K | Buy |
7,700
+2,008
| +35% | +$213K | 0.39% | 30 |
|
|
2024
Q2 | $595K | Buy |
5,692
+1,399
| +33% | +$146K | 0.31% | 37 |
|
|
2024
Q1 | $450K | Buy |
4,293
+663
| +18% | +$69.4K | 0.14% | 65 |
|
|
2023
Q4 | $383K | Buy |
3,630
+10
| +0.3% | +$1.05K | 0.14% | 62 |
|
|
2023
Q3 | $372K | Buy |
3,620
+586
| +19% | +$60.3K | 0.15% | 54 |
|
|
2023
Q2 | $316K | Buy |
3,034
+6
| +0.2% | +$624 | 0.13% | 59 |
|
|
2023
Q1 | $317K | Buy |
3,028
+5
| +0.2% | +$523 | 0.14% | 57 |
|
|
2022
Q4 | $315K | Buy |
+3,023
| New | +$315K | 0.16% | 48 |
|