Syverson Strege & Co’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
Q2 | – | Sell |
-2,043
| Closed | -$214K | – | 78 |
|
|
2024
Q1 | $214K | Hold |
2,043
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $215K | Buy |
+2,043
| New | +$215K | 0.08% | 64 |
|
|
2023
Q1 | – | Sell |
-23
| Closed | -$2.4K | – | 679 |
|
|
2022
Q4 | $2.4K | Sell |
23
-758
| -97% | -$79K | ﹤0.01% | 253 |
|
|
2022
Q3 | $80K | Buy |
+781
| New | +$80K | 0.04% | 98 |
|