MLA
My Legacy 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 | $620K | Buy |
5,826
+2,050
| +54% | +$218K | 0.22% | 125 |
|
|
2025
Q1 | $399K | Sell |
3,776
-1,199
| -24% | -$127K | 0.15% | 152 |
|
|
2024
Q4 | $524K | Buy |
4,975
+616
| +14% | +$64.9K | 0.2% | 130 |
|
|
2024
Q3 | $463K | Buy |
4,359
+830
| +24% | +$88.1K | 0.18% | 135 |
|
|
2024
Q2 | $369K | Sell |
3,529
-329
| -9% | -$34.4K | 0.12% | 176 |
|
|
2024
Q1 | $404K | Sell |
3,858
-1,195
| -24% | -$125K | 0.14% | 170 |
|
|
2023
Q4 | $531K | Sell |
5,053
-1,559
| -24% | -$164K | 0.19% | 144 |
|
|
2023
Q3 | $680K | Sell |
6,612
-1,148
| -15% | -$118K | 0.28% | 110 |
|
|
2023
Q2 | $808K | Buy |
7,760
+187
| +2% | +$19.5K | 0.32% | 97 |
|
|
2023
Q1 | $794K | Sell |
7,573
-394
| -5% | -$41.3K | 0.34% | 99 |
|
|
2022
Q4 | $835K | Buy |
7,967
+596
| +8% | +$62.5K | 0.36% | 96 |
|
|
2022
Q3 | $759K | Buy |
7,371
+2,617
| +55% | +$269K | 0.38% | 85 |
|
|
2022
Q2 | $498K | Sell |
4,754
-39
| -0.8% | -$4.09K | 0.25% | 142 |
|
|
2022
Q1 | $501K | Buy |
+4,793
| New | +$501K | 0.23% | 133 |
|