Tilson 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 | $724K | Buy |
6,813
+79
| +1% | +$8.4K | 0.27% | 39 |
|
|
2025
Q1 | $711K | Sell |
6,734
-15
| -0.2% | -$1.58K | 0.28% | 40 |
|
|
2024
Q4 | $712K | Sell |
6,749
-578
| -8% | -$61K | 0.29% | 40 |
|
|
2024
Q3 | $778K | Buy |
+7,327
| New | +$778K | 0.34% | 36 |
|
|
2024
Q2 | – | Sell |
-7,925
| Closed | -$830K | – | 60 |
|
|
2024
Q1 | $830K | Sell |
7,925
-5,605
| -41% | -$587K | 0.45% | 35 |
|
|
2023
Q4 | $1.43M | Sell |
13,530
-1,869
| -12% | -$197K | 0.92% | 27 |
|
|
2023
Q3 | $1.58M | Buy |
+15,399
| New | +$1.58M | 1.24% | 23 |
|
|
2023
Q2 | – | Sell |
-19,179
| Closed | -$2.01M | – | 52 |
|
|
2023
Q1 | $2.01M | Buy |
19,179
+927
| +5% | +$97.1K | 1.64% | 20 |
|
|
2022
Q4 | $1.9M | Buy |
+18,252
| New | +$1.9M | 1.62% | 20 |
|