LFS
Legacy Financial Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
2,938
+6
| +0.2% | +$638 | 0.06% | 95 |
|
|
2025
Q1 | $310K | Buy |
2,932
+3
| +0.1% | +$317 | 0.07% | 86 |
|
|
2024
Q4 | $309K | Sell |
2,929
-293
| -9% | -$30.9K | 0.07% | 90 |
|
|
2024
Q3 | $342K | Sell |
3,222
-357
| -10% | -$37.9K | 0.08% | 82 |
|
|
2024
Q2 | $374K | Sell |
3,579
-250
| -7% | -$26.1K | 0.09% | 68 |
|
|
2024
Q1 | $401K | Buy |
3,829
+2
| +0.1% | +$209 | 0.1% | 62 |
|
|
2023
Q4 | $403K | Buy |
3,827
+484
| +14% | +$51K | 0.12% | 58 |
|
|
2023
Q3 | $347K | Sell |
3,343
-1,246
| -27% | -$129K | 0.11% | 59 |
|
|
2023
Q2 | $477K | Sell |
4,589
-2,787
| -38% | -$290K | 0.16% | 56 |
|
|
2023
Q1 | $772K | Buy |
7,376
+2,182
| +42% | +$228K | 0.29% | 45 |
|
|
2022
Q4 | $542K | Buy |
+5,194
| New | +$542K | 0.22% | 49 |
|