Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86K | Buy |
+46
| New | +$4.86K | ﹤0.01% | 499 |
|
|
2024
Q4 | $8.86K | Sell |
84
-4
| -5% | -$422 | ﹤0.01% | 458 |
|
|
2024
Q3 | $9.35K | Hold |
88
| – | – | ﹤0.01% | 437 |
|
|
2024
Q2 | $9.2K | Buy |
88
+8
| +10% | +$836 | ﹤0.01% | 429 |
|
|
2024
Q1 | $8.38K | Hold |
80
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $8.43K | Sell |
80
-105
| -57% | -$11.1K | ﹤0.01% | 435 |
|
|
2023
Q3 | $19K | Hold |
185
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $19.2K | Buy |
185
+47
| +34% | +$4.89K | 0.01% | 372 |
|
|
2023
Q1 | $14.4K | Buy |
+138
| New | +$14.4K | 0.01% | 330 |
|