LGT Financial Advisors’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 | $28.1K | Buy |
264
+2
| +0.8% | +$213 | 0.07% | 138 |
|
|
2025
Q1 | $27.7K | Sell |
262
-1,174
| -82% | -$124K | 0.08% | 132 |
|
|
2024
Q4 | $151K | Sell |
1,436
-58
| -4% | -$6.12K | 0.34% | 59 |
|
|
2024
Q3 | $159K | Buy |
1,494
+1
| +0.1% | +$106 | 0.39% | 50 |
|
|
2024
Q2 | $156K | Sell |
1,493
-282
| -16% | -$29.5K | 0.33% | 57 |
|
|
2024
Q1 | $186K | Sell |
1,775
-6
| -0.3% | -$628 | 0.22% | 106 |
|
|
2023
Q4 | $188K | Buy |
1,781
+143
| +9% | +$15.1K | 0.23% | 103 |
|
|
2023
Q3 | $168K | Buy |
1,638
+468
| +40% | +$48.1K | 0.21% | 103 |
|
|
2023
Q2 | $122K | Buy |
+1,170
| New | +$122K | 0.13% | 130 |
|
|
2023
Q1 | – | Sell |
-1,170
| Closed | -$122K | – | 182 |
|
|
2022
Q4 | $122K | Buy |
+1,170
| New | +$122K | 0.14% | 115 |
|