SevenBridge Financial 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
Q1 | – | Sell |
-2,045
| Closed | -$217K | – | 228 |
|
|
2024
Q4 | $217K | Hold |
2,045
| – | – | 0.04% | 210 |
|
|
2024
Q3 | $216K | Hold |
2,045
| – | – | 0.04% | 208 |
|
|
2024
Q2 | $216K | Hold |
2,045
| – | – | 0.05% | 193 |
|
|
2024
Q1 | $214K | Buy |
+2,045
| New | +$214K | 0.05% | 187 |
|
|
2022
Q2 | – | Sell |
-2,903
| Closed | -$304K | – | 159 |
|
|
2022
Q1 | $304K | Hold |
2,903
| – | – | 0.11% | 129 |
|
|
2021
Q4 | $312K | Hold |
2,903
| – | – | 0.09% | 142 |
|
|
2021
Q3 | $312K | Buy |
+2,903
| New | +$312K | 0.1% | 128 |
|