Newbridge Financial Services Group’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
2023
Q3
Sell
-700
Closed -$72.8K 1396
2023
Q2
$72.8K Sell
700
-2,400
-77% -$250K 0.04% 372
2023
Q1
$325K Hold
3,100
0.17% 128
2022
Q4
$323K Hold
3,100
0.19% 114
2022
Q3
$318K Buy
+3,100
New +$318K 0.19% 114