Orcam Financial 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
Q2 | – | Sell |
-3,415
| Closed | -$357K | – | 36 |
|
|
2023
Q1 | $357K | Hold |
3,415
| – | – | 0.5% | 25 |
|
|
2022
Q4 | $356K | Hold |
3,415
| – | – | 0.55% | 23 |
|
|
2022
Q3 | $351K | Sell |
3,415
-390
| -10% | -$40.1K | 0.6% | 20 |
|
|
2022
Q2 | $398K | Sell |
3,805
-2,100
| -36% | -$220K | 0.64% | 19 |
|
|
2022
Q1 | $618K | Sell |
5,905
-2,200
| -27% | -$230K | 0.88% | 18 |
|
|
2021
Q4 | $870K | Buy |
+8,105
| New | +$870K | 1.19% | 15 |
|