Legacy Financial Group (Oklahoma)’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 | $4M | Sell |
37,577
-4,888
| -12% | -$520K | 1.18% | 21 |
|
|
2025
Q1 | $4.48M | Sell |
42,465
-1,130
| -3% | -$119K | 1.44% | 19 |
|
|
2024
Q4 | $4.6M | Sell |
43,595
-963
| -2% | -$102K | 1.48% | 18 |
|
|
2024
Q3 | $4.7M | Sell |
44,558
-2,983
| -6% | -$315K | 1.6% | 19 |
|
|
2024
Q2 | $4.97M | Sell |
47,541
-2,584
| -5% | -$270K | 1.88% | 17 |
|
|
2024
Q1 | $5.25M | Sell |
50,125
-4,064
| -7% | -$426K | 2.07% | 17 |
|
|
2023
Q4 | $5.71M | Sell |
54,189
-1,526
| -3% | -$161K | 2.49% | 16 |
|
|
2023
Q3 | $5.73M | Sell |
55,715
-487
| -0.9% | -$50.1K | 2.83% | 14 |
|
|
2023
Q2 | $5.85M | Sell |
56,202
-2,571
| -4% | -$267K | 2.92% | 15 |
|
|
2023
Q1 | $6.15M | Sell |
58,773
-14,980
| -20% | -$1.57M | 3.4% | 11 |
|
|
2022
Q4 | $7.69M | Buy |
+73,753
| New | +$7.69M | 4.74% | 6 |
|