Parkside Financial Bank & Trust’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 | $599K | Buy |
5,637
+3,500
| +164% | +$372K | 0.06% | 212 |
|
|
2025
Q1 | $226K | Buy |
2,137
+516
| +32% | +$54.5K | 0.03% | 365 |
|
|
2024
Q4 | $171K | Buy |
1,621
+184
| +13% | +$19.4K | 0.02% | 417 |
|
|
2024
Q3 | $153K | Hold |
1,437
| – | – | 0.02% | 431 |
|
|
2024
Q2 | $150K | Sell |
1,437
-762
| -35% | -$79.7K | 0.02% | 416 |
|
|
2024
Q1 | $230K | Buy |
2,199
+207
| +10% | +$21.7K | 0.04% | 329 |
|
|
2023
Q4 | $210K | Sell |
1,992
-1,659
| -45% | -$175K | 0.04% | 296 |
|
|
2023
Q3 | $376K | Buy |
3,651
+1,362
| +60% | +$140K | 0.09% | 174 |
|
|
2023
Q2 | $238K | Hold |
2,289
| – | – | 0.06% | 233 |
|
|
2023
Q1 | $240K | Buy |
+2,289
| New | +$240K | 0.06% | 205 |
|
|
2022
Q4 | – | Sell |
-490
| Closed | -$50K | – | 2050 |
|
|
2022
Q3 | $50K | Hold |
490
| – | – | 0.02% | 525 |
|
|
2022
Q2 | $51K | Buy |
490
+190
| +63% | +$19.8K | 0.02% | 518 |
|
|
2022
Q1 | $31K | Hold |
300
| – | – | 0.01% | 705 |
|
|
2021
Q4 | $32K | Hold |
300
| – | – | 0.01% | 669 |
|
|
2021
Q3 | $32K | Hold |
300
| – | – | 0.01% | 634 |
|
|
2021
Q2 | $32K | Buy |
+300
| New | +$32K | 0.01% | 631 |
|