Patriot Financial Group Insurance Agency’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 | $393K | Buy |
3,691
+352
| +11% | +$37.4K | 0.05% | 355 |
|
|
2025
Q1 | $353K | Sell |
3,339
-271
| -8% | -$28.6K | 0.05% | 354 |
|
|
2024
Q4 | $381K | Buy |
3,610
+1,102
| +44% | +$116K | 0.05% | 326 |
|
|
2024
Q3 | $266K | Sell |
2,508
-1,845
| -42% | -$196K | 0.04% | 411 |
|
|
2024
Q2 | $455K | Buy |
4,353
+24
| +0.6% | +$2.51K | 0.07% | 284 |
|
|
2024
Q1 | $453K | Sell |
4,329
-891
| -17% | -$93.3K | 0.07% | 283 |
|
|
2023
Q4 | $550K | Sell |
5,220
-669
| -11% | -$70.5K | 0.1% | 234 |
|
|
2023
Q3 | $606K | Buy |
5,889
+1,138
| +24% | +$117K | 0.13% | 193 |
|
|
2023
Q2 | $494K | Buy |
4,751
+539
| +13% | +$56.1K | 0.09% | 243 |
|
|
2023
Q1 | $441K | Buy |
4,212
+910
| +28% | +$95.3K | 0.09% | 247 |
|
|
2022
Q4 | $344K | Buy |
+3,302
| New | +$344K | 0.05% | 286 |
|
|
2022
Q3 | – | Sell |
-2,249
| Closed | -$235K | – | 1778 |
|
|
2022
Q2 | $235K | Sell |
2,249
-1,345
| -37% | -$141K | 0.05% | 348 |
|
|
2022
Q1 | $376K | Sell |
3,594
-1,367
| -28% | -$143K | 0.07% | 288 |
|
|
2021
Q4 | $533K | Buy |
4,961
+1,116
| +29% | +$120K | 0.09% | 230 |
|
|
2021
Q3 | $414K | Buy |
3,845
+1,272
| +49% | +$137K | 0.07% | 275 |
|
|
2021
Q2 | $277K | Buy |
2,573
+679
| +36% | +$73.1K | 0.05% | 355 |
|
|
2021
Q1 | $204K | Buy |
1,894
+588
| +45% | +$63.3K | 0.05% | 383 |
|
|
2020
Q4 | $141K | Buy |
1,306
+44
| +3% | +$4.75K | 0.04% | 418 |
|
|
2020
Q3 | $136K | Buy |
1,262
+229
| +22% | +$24.7K | 0.04% | 336 |
|
|
2020
Q2 | $111K | Sell |
1,033
-2
| -0.2% | -$215 | 0.04% | 329 |
|
|
2020
Q1 | $110K | Buy |
1,035
+362
| +54% | +$38.5K | 0.05% | 308 |
|
|
2019
Q4 | $72K | Buy |
673
+134
| +25% | +$14.3K | 0.03% | 406 |
|
|
2019
Q3 | $57K | Hold |
539
| – | – | 0.03% | 426 |
|
|
2019
Q2 | $57K | Buy |
539
+30
| +6% | +$3.17K | 0.02% | 414 |
|
|
2019
Q1 | $54K | Buy |
+509
| New | +$54K | 0.03% | 371 |
|