Lindenwold 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 | $4.64M | Sell |
43,667
-821
| -2% | -$87.3K | 2.41% | 10 |
|
|
2025
Q1 | $4.7M | Sell |
44,488
-4,026
| -8% | -$425K | 2.62% | 8 |
|
|
2024
Q4 | $5.12M | Sell |
48,514
-10,872
| -18% | -$1.15M | 2.73% | 9 |
|
|
2024
Q3 | $6.31M | Sell |
59,386
-2,823
| -5% | -$300K | 3.18% | 5 |
|
|
2024
Q2 | $6.5M | Sell |
62,209
-17
| -0% | -$1.78K | 3.47% | 5 |
|
|
2024
Q1 | $6.52M | Buy |
62,226
+19,668
| +46% | +$2.06M | 3.49% | 5 |
|
|
2023
Q4 | $4.49M | Sell |
42,558
-15,493
| -27% | -$1.63M | 2.55% | 9 |
|
|
2023
Q3 | $5.97M | Buy |
58,051
+6,221
| +12% | +$640K | 3.72% | 5 |
|
|
2023
Q2 | $5.39M | Buy |
51,830
+10,953
| +27% | +$1.14M | 3.31% | 5 |
|
|
2023
Q1 | $4.28M | Buy |
40,877
+4,551
| +13% | +$476K | 2.65% | 6 |
|
|
2022
Q4 | $3.79M | Sell |
36,326
-975
| -3% | -$102K | 2.54% | 5 |
|
|
2022
Q3 | $3.83M | Buy |
37,301
+765
| +2% | +$78.5K | 2.83% | 5 |
|
|
2022
Q2 | $3.82M | Buy |
36,536
+399
| +1% | +$41.8K | 2.72% | 5 |
|
|
2022
Q1 | $3.78M | Buy |
36,137
+182
| +0.5% | +$19K | 2.32% | 8 |
|
|
2021
Q4 | $3.86M | Buy |
+35,955
| New | +$3.86M | 2.25% | 9 |
|