RCS Financial Planning’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 | $1.14M | Buy |
10,684
+3,993
| +60% | +$425K | 0.57% | 34 |
|
|
2025
Q1 | $707K | Sell |
6,691
-1,523
| -19% | -$161K | 0.37% | 44 |
|
|
2024
Q4 | $866K | Buy |
8,214
+1,430
| +21% | +$151K | 0.46% | 38 |
|
|
2024
Q3 | $720K | Buy |
6,784
+581
| +9% | +$61.7K | 0.4% | 37 |
|
|
2024
Q2 | $649K | Buy |
6,203
+38
| +0.6% | +$3.97K | 0.38% | 40 |
|
|
2024
Q1 | $646K | Sell |
6,165
-148
| -2% | -$15.5K | 0.4% | 42 |
|
|
2023
Q4 | $666K | Sell |
6,313
-725
| -10% | -$76.4K | 0.44% | 36 |
|
|
2023
Q3 | $724K | Sell |
7,038
-4,365
| -38% | -$449K | 0.55% | 33 |
|
|
2023
Q2 | $1.19M | Buy |
11,403
+1,676
| +17% | +$174K | 0.98% | 24 |
|
|
2023
Q1 | $1.02M | Buy |
9,727
+223
| +2% | +$23.3K | 0.9% | 27 |
|
|
2022
Q4 | $991K | Buy |
+9,504
| New | +$991K | 0.96% | 24 |
|