Plancorp LLC’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 | $1.78M | Buy |
16,748
+3,527
| +27% | +$375K | 0.06% | 115 |
|
|
2025
Q1 | $1.4M | Buy |
13,221
+35
| +0.3% | +$3.7K | 0.06% | 122 |
|
|
2024
Q4 | $1.39M | Hold |
13,186
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $1.4M | Buy |
13,186
+186
| +1% | +$19.8K | 0.06% | 104 |
|
|
2024
Q2 | $1.36M | Hold |
13,000
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $1.36M | Hold |
13,000
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $1.37M | Hold |
13,000
| – | – | 0.07% | 95 |
|
|
2023
Q3 | $1.34M | Hold |
13,000
| – | – | 0.07% | 90 |
|
|
2023
Q2 | $1.35M | Hold |
13,000
| – | – | 0.07% | 86 |
|
|
2023
Q1 | $1.36M | Buy |
+13,000
| New | +$1.36M | 0.08% | 90 |
|