Vantage Financial Partners (Wisconsin)’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
Q3 | – | Sell |
-2,264
| Closed | -$237K | – | 200 |
|
|
2024
Q2 | $237K | Sell |
2,264
-1,356
| -37% | -$142K | 0.06% | 127 |
|
|
2024
Q1 | $379K | Sell |
3,620
-101
| -3% | -$10.6K | 0.1% | 98 |
|
|
2023
Q4 | $392K | Buy |
+3,721
| New | +$392K | 0.12% | 86 |
|
|
2022
Q2 | – | Sell |
-2,282
| Closed | -$239K | – | 63 |
|
|
2022
Q1 | $239K | Buy |
2,282
+1
| +0% | +$105 | 0.12% | 54 |
|
|
2021
Q4 | $245K | Buy |
+2,281
| New | +$245K | 0.1% | 51 |
|