Team Financial Group’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 | $427K | Buy |
4,018
+1,895
| +89% | +$202K | 0.21% | 29 |
|
2025
Q1 | $224K | Buy |
2,123
+2
| +0.1% | +$211 | 0.13% | 39 |
|
2024
Q4 | $224K | Buy |
2,121
+5
| +0.2% | +$528 | 0.13% | 36 |
|
2024
Q3 | $225K | Sell |
2,116
-382
| -15% | -$40.6K | 0.13% | 33 |
|
2024
Q2 | $261K | Buy |
2,498
+9
| +0.4% | +$941 | 0.17% | 31 |
|
2024
Q1 | $261K | Sell |
2,489
-98
| -4% | -$10.3K | 0.18% | 29 |
|
2023
Q4 | $273K | Sell |
2,587
-68
| -3% | -$7.17K | 0.2% | 26 |
|
2023
Q3 | $273K | Buy |
+2,655
| New | +$273K | 0.23% | 26 |
|