ORG Partners’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 | $981K | Sell |
9,188
-150
| -2% | -$16K | 0.21% | 101 |
|
|
2025
Q1 | $986K | Sell |
9,338
-460
| -5% | -$48.6K | 0.24% | 78 |
|
|
2024
Q4 | $1.03M | Sell |
9,798
-136
| -1% | -$14.3K | 0.14% | 114 |
|
|
2024
Q3 | $1.06M | Sell |
9,934
-3,136
| -24% | -$333K | 0.17% | 102 |
|
|
2024
Q2 | $1.36M | Buy |
+13,070
| New | +$1.36M | 0.17% | 114 |
|
|
2024
Q1 | – | Sell |
-4,940
| Closed | -$521K | – | 1050 |
|
|
2023
Q4 | $521K | Sell |
4,940
-1,456
| -23% | -$154K | 0.09% | 172 |
|
|
2023
Q3 | $658K | Sell |
6,396
-22,399
| -78% | -$2.3M | 0.19% | 118 |
|
|
2023
Q2 | $2.99M | Buy |
28,795
+2,678
| +10% | +$278K | 0.49% | 45 |
|
|
2023
Q1 | $2.74M | Buy |
+26,117
| New | +$2.74M | 0.67% | 35 |
|