MFA
Mayflower Financial Advisors’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 | $4.36M | Sell |
40,996
-3,286
| -7% | -$349K | 0.61% | 44 |
|
|
2025
Q1 | $4.68M | Sell |
44,282
-1,642
| -4% | -$173K | 0.71% | 33 |
|
|
2024
Q4 | $4.84M | Sell |
45,924
-32
| -0.1% | -$3.38K | 0.72% | 34 |
|
|
2024
Q3 | $4.88M | Sell |
45,956
-222
| -0.5% | -$23.6K | 0.73% | 33 |
|
|
2024
Q2 | $4.83M | Sell |
46,178
-2,571
| -5% | -$269K | 0.79% | 32 |
|
|
2024
Q1 | $5.11M | Sell |
48,749
-1,395
| -3% | -$146K | 0.85% | 26 |
|
|
2023
Q4 | $5.29M | Buy |
50,144
+3,251
| +7% | +$343K | 0.73% | 34 |
|
|
2023
Q3 | $4.82M | Buy |
46,893
+1,151
| +3% | +$118K | 0.72% | 31 |
|
|
2023
Q2 | $4.76M | Buy |
45,742
+1,008
| +2% | +$105K | 0.62% | 41 |
|
|
2023
Q1 | $4.68M | Sell |
44,734
-3,320
| -7% | -$348K | 0.62% | 38 |
|
|
2022
Q4 | $5.01M | Buy |
48,054
+33,812
| +237% | +$3.53M | 0.7% | 32 |
|
|
2022
Q3 | $1.46M | Sell |
14,242
-8,494
| -37% | -$872K | 0.24% | 80 |
|
|
2022
Q2 | $2.38M | Buy |
22,736
+8,065
| +55% | +$844K | 0.36% | 59 |
|
|
2022
Q1 | $1.54M | Buy |
14,671
+1,232
| +9% | +$129K | 0.21% | 85 |
|
|
2021
Q4 | $1.44M | Buy |
13,439
+2,356
| +21% | +$253K | 0.19% | 86 |
|
|
2021
Q3 | $1.19M | Buy |
11,083
+661
| +6% | +$71.1K | 0.16% | 89 |
|
|
2021
Q2 | $1.12M | Buy |
10,422
+137
| +1% | +$14.8K | 0.15% | 91 |
|
|
2021
Q1 | $1.11M | Buy |
10,285
+510
| +5% | +$55K | 0.16% | 90 |
|
|
2020
Q4 | $1.06M | Buy |
+9,775
| New | +$1.06M | 0.18% | 83 |
|