180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,081
| Closed | -$224K | – | 376 |
|
|
2021
Q1 | $224K | Sell |
2,081
-422
| -17% | -$45.4K | 0.06% | 317 |
|
|
2020
Q4 | $270K | Sell |
2,503
-106
| -4% | -$11.4K | 0.08% | 248 |
|
|
2020
Q3 | $281K | Sell |
2,609
-92
| -3% | -$9.91K | 0.11% | 192 |
|
|
2020
Q2 | $292K | Buy |
+2,701
| New | +$292K | 0.12% | 184 |
|
|
2020
Q1 | – | Sell |
-2,154
| Closed | -$231K | – | 263 |
|
|
2019
Q4 | $231K | Buy |
+2,154
| New | +$231K | 0.09% | 235 |
|