Larson Financial 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 | $9.14M | Sell |
85,945
-86,705
| -50% | -$9.22M | 0.37% | 66 |
|
|
2025
Q1 | $18.2M | Buy |
172,650
+21,719
| +14% | +$2.29M | 0.86% | 18 |
|
|
2024
Q4 | $15.9M | Buy |
150,931
+43,344
| +40% | +$4.57M | 0.82% | 21 |
|
|
2024
Q3 | $11.4M | Buy |
107,587
+24,461
| +29% | +$2.6M | 0.65% | 38 |
|
|
2024
Q2 | $8.69M | Buy |
83,126
+53,198
| +178% | +$5.56M | 0.59% | 40 |
|
|
2024
Q1 | $3.13M | Buy |
29,928
+25,862
| +636% | +$2.71M | 0.24% | 80 |
|
|
2023
Q4 | $429K | Buy |
4,066
+4,010
| +7,161% | +$423K | 0.04% | 235 |
|
|
2023
Q3 | $5.76K | Hold |
56
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q2 | $5.83K | Hold |
56
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q1 | $5.86K | Buy |
+56
| New | +$5.86K | ﹤0.01% | 1055 |
|