Life Planning Partners’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 | $5.47M | Sell |
51,484
-4,349
| -8% | -$462K | 4.36% | 4 |
|
|
2025
Q1 | $5.9M | Sell |
55,833
-811
| -1% | -$85.6K | 5.34% | 4 |
|
|
2024
Q4 | $5.97M | Buy |
56,644
+3,014
| +6% | +$318K | 5.53% | 4 |
|
|
2024
Q3 | $5.69M | Sell |
53,630
-9,245
| -15% | -$982K | 5.09% | 4 |
|
|
2024
Q2 | $6.57M | Sell |
62,875
-3,338
| -5% | -$349K | 5.97% | 4 |
|
|
2024
Q1 | $6.93M | Sell |
66,213
-4,887
| -7% | -$512K | 6.91% | 4 |
|
|
2023
Q4 | $7.5M | Buy |
+71,100
| New | +$7.5M | 7.38% | 3 |
|
|
2022
Q3 | $7.93M | Buy |
77,278
+18,830
| +32% | +$1.93M | 9.09% | 2 |
|
|
2022
Q2 | $6.12M | Buy |
58,448
+2,612
| +5% | +$273K | 6.88% | 3 |
|
|
2022
Q1 | $5.83M | Buy |
55,836
+1,664
| +3% | +$174K | 5.94% | 3 |
|
|
2021
Q4 | $5.87M | Buy |
+54,172
| New | +$5.87M | 5.9% | 4 |
|