McBroom & Associates’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 | $1.99M | Hold |
18,843
| – | – | 1.14% | 23 |
|
|
2025
Q1 | $1.99M | Buy |
18,843
+3,820
| +25% | +$403K | 1.14% | 23 |
|
|
2024
Q4 | $1.58M | Buy |
15,023
+8,499
| +130% | +$896K | 0.9% | 22 |
|
|
2024
Q3 | $693K | Buy |
6,524
+50
| +0.8% | +$5.31K | 0.42% | 28 |
|
|
2024
Q2 | $677K | Sell |
6,474
-2,585
| -29% | -$270K | 0.42% | 26 |
|
|
2024
Q1 | $949K | Buy |
9,059
+40
| +0.4% | +$4.19K | 0.62% | 25 |
|
|
2023
Q4 | $951K | Sell |
9,019
-2,774
| -24% | -$292K | 0.69% | 24 |
|
|
2023
Q3 | $1.21M | Sell |
11,793
-808
| -6% | -$83.1K | 0.97% | 25 |
|
|
2023
Q2 | $1.31M | Sell |
12,601
-892
| -7% | -$92.8K | 1.03% | 25 |
|
|
2023
Q1 | $1.41M | Sell |
13,493
-3,897
| -22% | -$408K | 1.26% | 23 |
|
|
2022
Q4 | $1.81M | Buy |
17,390
+6,607
| +61% | +$689K | 1.97% | 21 |
|
|
2022
Q3 | $1.11M | Buy |
10,783
+490
| +5% | +$50.3K | 1.25% | 24 |
|
|
2022
Q2 | $1.08M | Sell |
10,293
-455
| -4% | -$47.6K | 1.17% | 24 |
|
|
2022
Q1 | $1.12M | Sell |
10,748
-890
| -8% | -$93.1K | 1% | 24 |
|
|
2021
Q4 | $1.25M | Buy |
+11,638
| New | +$1.25M | 0.94% | 24 |
|