Lake Street Advisors Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $214K | Hold |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $32.8M | Buy |
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|
2023
Q1 | $32.9M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $7.57M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $407K | Hold |
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|
2020
Q1 | $401K | Buy |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $251K | Buy |
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