LifePlan Investment 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
Q1 | – | Sell |
-2,374
| Closed | -$250K | – | 102 |
|
|
2024
Q4 | $250K | Buy |
+2,374
| New | +$250K | 0.15% | 82 |
|
|
2024
Q1 | – | Sell |
-2,013
| Closed | -$212K | – | 85 |
|
|
2023
Q4 | $212K | Sell |
2,013
-115
| -5% | -$12.1K | 0.19% | 65 |
|
|
2023
Q3 | $219K | Hold |
2,128
| – | – | 0.23% | 60 |
|
|
2023
Q2 | $221K | Buy |
+2,128
| New | +$221K | 0.25% | 52 |
|