LFS
Lutz Financial Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
65,765
+17,856
| +37% | +$1.9M | 0.54% | 39 |
|
|
2025
Q1 | $5.06M | Sell |
47,909
-3,088
| -6% | -$326K | 0.41% | 41 |
|
|
2024
Q4 | $5.38M | Sell |
50,997
-2,718
| -5% | -$287K | 0.43% | 40 |
|
|
2024
Q3 | $5.7M | Sell |
53,715
-145
| -0.3% | -$15.4K | 0.46% | 39 |
|
|
2024
Q2 | $5.63M | Buy |
53,860
+564
| +1% | +$59K | 0.49% | 38 |
|
|
2024
Q1 | $5.58M | Sell |
53,296
-6,342
| -11% | -$664K | 0.49% | 39 |
|
|
2023
Q4 | $6.29M | Sell |
59,638
-9,270
| -13% | -$977K | 0.59% | 37 |
|
|
2023
Q3 | $7.09M | Sell |
68,908
-37,883
| -35% | -$3.9M | 0.77% | 31 |
|
|
2023
Q2 | $11.1M | Sell |
106,791
-13,703
| -11% | -$1.43M | 1.2% | 26 |
|
|
2023
Q1 | $12.6M | Sell |
120,494
-56,010
| -32% | -$5.86M | 1.44% | 19 |
|
|
2022
Q4 | $18.4M | Sell |
176,504
-221,393
| -56% | -$23.1M | 2.26% | 14 |
|
|
2022
Q3 | $40.8M | Buy |
397,897
+29,679
| +8% | +$3.05M | 5.58% | 5 |
|
|
2022
Q2 | $38.5M | Buy |
368,218
+47,241
| +15% | +$4.94M | 5.11% | 4 |
|
|
2022
Q1 | $33.6M | Buy |
320,977
+84,910
| +36% | +$8.88M | 4.14% | 8 |
|
|
2021
Q4 | $25.3M | Buy |
236,067
+25,514
| +12% | +$2.74M | 3.11% | 9 |
|
|
2021
Q3 | $22.6M | Buy |
210,553
+18,496
| +10% | +$1.99M | 2.94% | 9 |
|
|
2021
Q2 | $20.7M | Buy |
192,057
+40,204
| +26% | +$4.33M | 2.76% | 11 |
|
|
2021
Q1 | $16.4M | Buy |
151,853
+70,509
| +87% | +$7.6M | 2.42% | 13 |
|
|
2020
Q4 | $8.79M | Buy |
81,344
+46,239
| +132% | +$5M | 1.44% | 22 |
|
|
2020
Q3 | $3.8M | Buy |
35,105
+17,513
| +100% | +$1.89M | 0.73% | 31 |
|
|
2020
Q2 | $1.9M | Buy |
+17,592
| New | +$1.9M | 0.39% | 38 |
|