Roth Financial Partners’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 | $1.47M | Buy |
13,830
+3,957
| +40% | +$421K | 0.53% | 15 |
|
|
2025
Q1 | $1.04M | Buy |
9,873
+4,710
| +91% | +$497K | 0.41% | 15 |
|
|
2024
Q4 | $545K | Buy |
5,163
+3,005
| +139% | +$317K | 0.22% | 20 |
|
|
2024
Q3 | $229K | Sell |
2,158
-65
| -3% | -$6.9K | 0.09% | 30 |
|
|
2024
Q2 | $232K | Buy |
+2,223
| New | +$232K | 0.1% | 28 |
|
|
2022
Q4 | – | Sell |
-3,947
| Closed | -$405K | – | 24 |
|
|
2022
Q3 | $405K | Sell |
3,947
-7,107
| -64% | -$729K | 0.32% | 17 |
|
|
2022
Q2 | $1.16M | Buy |
+11,054
| New | +$1.16M | 0.92% | 14 |
|