Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,130
| Closed | -$332K | – | 490 |
|
|
2024
Q3 | $332K | Sell |
3,130
-5,471
| -64% | -$581K | 0.03% | 377 |
|
|
2024
Q2 | $899K | Buy |
8,601
+1,689
| +24% | +$177K | 0.02% | 567 |
|
|
2024
Q1 | $724K | Buy |
+6,912
| New | +$724K | 0.02% | 617 |
|
|
2022
Q1 | – | Sell |
-5,065
| Closed | -$544K | – | 71 |
|
|
2021
Q4 | $544K | Buy |
+5,065
| New | +$544K | 0.29% | 46 |
|