Penney Financial’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 | $2.47M | Buy |
23,205
+132
| +0.6% | +$14K | 1.25% | 18 |
|
|
2025
Q1 | $2.44M | Buy |
23,073
+845
| +4% | +$89.2K | 1.6% | 11 |
|
|
2024
Q4 | $2.34M | Buy |
22,228
+738
| +3% | +$77.8K | 1.57% | 11 |
|
|
2024
Q3 | $2.28M | Buy |
21,490
+310
| +1% | +$32.9K | 1.56% | 11 |
|
|
2024
Q2 | $2.21M | Buy |
21,180
+975
| +5% | +$102K | 1.62% | 11 |
|
|
2024
Q1 | $2.12M | Buy |
20,205
+2,506
| +14% | +$262K | 1.56% | 11 |
|
|
2023
Q4 | $1.87M | Buy |
+17,699
| New | +$1.87M | 1.54% | 10 |
|