True Link Financial Advisors’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 | $1.43M | Buy |
13,470
+340
| +3% | +$36.2K | 0.1% | 31 |
|
|
2025
Q1 | $1.39M | Buy |
13,130
+700
| +6% | +$73.9K | 0.1% | 29 |
|
|
2024
Q4 | $1.31M | Hold |
12,430
| – | – | 0.11% | 22 |
|
|
2024
Q3 | $1.32M | Hold |
12,430
| – | – | 0.11% | 23 |
|
|
2024
Q2 | $1.3M | Buy |
12,430
+330
| +3% | +$34.5K | 0.12% | 23 |
|
|
2024
Q1 | $1.27M | Buy |
+12,100
| New | +$1.27M | 0.12% | 25 |
|