Millington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,972
| Closed | -$208K | – | 81 |
|
|
2023
Q4 | $208K | Sell |
1,972
-759
| -28% | -$80K | 0.17% | 76 |
|
|
2023
Q3 | $281K | Sell |
2,731
-166
| -6% | -$17.1K | 0.25% | 63 |
|
|
2023
Q2 | $301K | Buy |
2,897
+2
| +0.1% | +$208 | 0.27% | 60 |
|
|
2023
Q1 | $303K | Sell |
2,895
-772
| -21% | -$80.8K | 0.28% | 58 |
|
|
2022
Q4 | $382K | Buy |
+3,667
| New | +$382K | 0.37% | 51 |
|