L. Roy Papp & Associates’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 | $463K | Hold |
4,350
| – | – | 0.05% | 128 |
|
|
2025
Q1 | $459K | Hold |
4,350
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $459K | Hold |
4,350
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $462K | Hold |
4,350
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $455K | Hold |
4,350
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $456K | Hold |
4,350
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $459K | Sell |
4,350
-300
| -6% | -$31.6K | 0.06% | 124 |
|
|
2023
Q3 | $478K | Hold |
4,650
| – | – | 0.06% | 116 |
|
|
2023
Q2 | $484K | Hold |
4,650
| – | – | 0.06% | 122 |
|
|
2023
Q1 | $487K | Hold |
4,650
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $485K | Hold |
4,650
| – | – | 0.07% | 118 |
|
|
2022
Q3 | $477K | Buy |
+4,650
| New | +$477K | 0.07% | 117 |
|