MSH Capital 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
Q2 | – | Sell |
-2,632
| Closed | -$276K | – | 232 |
|
|
2024
Q1 | $276K | Buy |
2,632
+3
| +0.1% | +$314 | 0.1% | 182 |
|
|
2023
Q4 | $277K | Sell |
2,629
-546
| -17% | -$57.6K | 0.1% | 173 |
|
|
2023
Q3 | $327K | Buy |
3,175
+4
| +0.1% | +$411 | 0.13% | 162 |
|
|
2023
Q2 | $330K | Buy |
3,171
+204
| +7% | +$21.2K | 0.12% | 165 |
|
|
2023
Q1 | $311K | Buy |
+2,967
| New | +$311K | 0.13% | 156 |
|