Lane & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,028
| Closed | -$212K | – | 120 |
|
|
2024
Q2 | $212K | Buy |
2,028
+55
| +3% | +$5.75K | 0.13% | 108 |
|
|
2024
Q1 | $207K | Buy |
1,973
+12
| +0.6% | +$1.26K | 0.13% | 109 |
|
|
2023
Q4 | $207K | Sell |
1,961
-1,214
| -38% | -$128K | 0.15% | 99 |
|
|
2023
Q3 | $327K | Sell |
3,175
-479
| -13% | -$49.3K | 0.26% | 73 |
|
|
2023
Q2 | $380K | Buy |
3,654
+843
| +30% | +$87.7K | 0.3% | 62 |
|
|
2023
Q1 | $294K | Buy |
2,811
+475
| +20% | +$49.7K | 0.26% | 70 |
|
|
2022
Q4 | $244K | Buy |
+2,336
| New | +$244K | 0.23% | 78 |
|