Legacy Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
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2025
Q1 | $310K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $542K | Buy |
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