Morris Financial Concepts’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Buy |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $58.1K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $62K | Sell |
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|
2022
Q1 | $154K | Sell |
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|
2021
Q4 | $497K | Buy |
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