9258 Wealth Management’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
Q2 | – | Sell |
-2,340
| Closed | -$245K | – | 353 |
|
|
2024
Q1 | $245K | Buy |
2,340
+31
| +1% | +$3.25K | 0.04% | 291 |
|
|
2023
Q4 | $243K | Sell |
2,309
-482
| -17% | -$50.8K | 0.04% | 280 |
|
|
2023
Q3 | $287K | Sell |
2,791
-62
| -2% | -$6.38K | 0.06% | 256 |
|
|
2023
Q2 | $297K | Sell |
2,853
-50
| -2% | -$5.2K | 0.06% | 251 |
|
|
2023
Q1 | $304K | Buy |
2,903
+58
| +2% | +$6.07K | 0.06% | 249 |
|
|
2022
Q4 | $297K | Buy |
2,845
+251
| +10% | +$26.2K | 0.06% | 253 |
|
|
2022
Q3 | $266K | Buy |
+2,594
| New | +$266K | 0.07% | 262 |
|
|
2020
Q1 | – | Sell |
-2,132
| Closed | -$228K | – | 316 |
|
|
2019
Q4 | $228K | Buy |
+2,132
| New | +$228K | 0.08% | 258 |
|