Stephen J. Garry & Associates’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 | $390K | Sell |
3,667
-673
| -16% | -$71.6K | 0.34% | 34 |
|
|
2025
Q1 | $458K | Buy |
4,340
+1,350
| +45% | +$143K | 0.43% | 28 |
|
|
2024
Q4 | $315K | Sell |
2,990
-9,389
| -76% | -$990K | 0.29% | 32 |
|
|
2024
Q3 | $1.31M | Sell |
12,379
-161
| -1% | -$17.1K | 1.25% | 17 |
|
|
2024
Q2 | $1.31M | Buy |
12,540
+5
| +0% | +$523 | 1.33% | 15 |
|
|
2024
Q1 | $1.31M | Buy |
12,535
+2
| +0% | +$209 | 1.36% | 15 |
|
|
2023
Q4 | $1.32M | Buy |
+12,533
| New | +$1.32M | 1.46% | 15 |
|