Strategic Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,058
| Closed | -$221K | – | 36 |
|
|
2021
Q4 | $221K | Sell |
2,058
-1,579
| -43% | -$170K | 0.16% | 32 |
|
|
2021
Q3 | $391K | Sell |
3,637
-10
| -0.3% | -$1.08K | 0.29% | 29 |
|
|
2021
Q2 | $393K | Sell |
3,647
-130
| -3% | -$14K | 0.28% | 29 |
|
|
2021
Q1 | $407K | Buy |
3,777
+687
| +22% | +$74K | 0.3% | 28 |
|
|
2020
Q4 | $334K | Buy |
3,090
+864
| +39% | +$93.4K | 0.29% | 28 |
|
|
2020
Q3 | $241K | Sell |
2,226
-317
| -12% | -$34.3K | 0.25% | 29 |
|
|
2020
Q2 | $274K | Buy |
2,543
+23
| +0.9% | +$2.48K | 0.31% | 29 |
|
|
2020
Q1 | $268K | Sell |
2,520
-250
| -9% | -$26.6K | 0.35% | 27 |
|
|
2019
Q4 | $296K | Buy |
+2,770
| New | +$296K | 0.29% | 27 |
|