Sage Financial Management Group’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 | $337K | Sell |
3,172
-3,072
| -49% | -$326K | 0.12% | 44 |
|
|
2025
Q1 | $659K | Sell |
6,244
-16
| -0.3% | -$1.69K | 0.24% | 30 |
|
|
2024
Q4 | $660K | Sell |
6,260
-1,897
| -23% | -$200K | 0.24% | 32 |
|
|
2024
Q3 | $866K | Buy |
+8,157
| New | +$866K | 0.34% | 29 |
|
|
2024
Q2 | – | Sell |
-7,820
| Closed | -$819K | – | 43 |
|
|
2024
Q1 | $819K | Buy |
7,820
+1,977
| +34% | +$207K | 0.39% | 27 |
|
|
2023
Q4 | $616K | Sell |
5,843
-4,624
| -44% | -$487K | 0.33% | 31 |
|
|
2023
Q3 | $1.08M | Buy |
+10,467
| New | +$1.08M | 0.65% | 25 |
|
|
2023
Q2 | – | Sell |
-10,467
| Closed | -$1.1M | – | 28 |
|
|
2023
Q1 | $1.1M | Hold |
10,467
| – | – | 0.88% | 21 |
|
|
2022
Q4 | $1.09M | Buy |
10,467
+8,000
| +324% | +$834K | 0.76% | 22 |
|
|
2022
Q3 | $253K | Sell |
2,467
-2,311
| -48% | -$237K | 0.22% | 29 |
|
|
2022
Q2 | $500K | Buy |
+4,778
| New | +$500K | 0.35% | 23 |
|