SFA
Source Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,964
| Closed | -$204K | – | 131 |
|
|
2023
Q2 | $204K | Sell |
1,964
-402
| -17% | -$41.8K | 0.07% | 128 |
|
|
2023
Q1 | $248K | Sell |
2,366
-6,422
| -73% | -$672K | 0.08% | 111 |
|
|
2022
Q4 | $916K | Buy |
8,788
+76
| +0.9% | +$7.93K | 0.34% | 52 |
|
|
2022
Q3 | $894K | Buy |
+8,712
| New | +$894K | 0.35% | 53 |
|