Lockerman Financial Group’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 | $270K | Hold |
2,539
| – | – | 0.36% | 98 |
|
|
2025
Q1 | $268K | Buy |
+2,539
| New | +$268K | 0.41% | 84 |
|
|
2023
Q3 | – | Sell |
-3,097
| Closed | -$322K | – | 86 |
|
|
2023
Q2 | $322K | Buy |
3,097
+107
| +4% | +$11.1K | 0.89% | 34 |
|
|
2023
Q1 | $313K | Buy |
2,990
+26
| +0.9% | +$2.72K | 0.86% | 36 |
|
|
2022
Q4 | $309K | Sell |
2,964
-22,008
| -88% | -$2.29M | 0.9% | 34 |
|
|
2022
Q3 | $2.56M | Buy |
24,972
+11,422
| +84% | +$1.17M | 7.38% | 1 |
|
|
2022
Q2 | $1.42M | Buy |
+13,550
| New | +$1.42M | 4.53% | 5 |
|