Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,982
| Closed | -$310K | – | 181 |
|
|
2023
Q2 | $310K | Buy |
2,982
+1,277
| +75% | +$133K | 0.17% | 121 |
|
|
2023
Q1 | $179K | Buy |
1,705
+3
| +0.2% | +$314 | 0.07% | 235 |
|
|
2022
Q4 | $177K | Buy |
1,702
+4
| +0.2% | +$417 | 0.08% | 167 |
|
|
2022
Q3 | $175K | Hold |
1,698
| – | – | 0.09% | 170 |
|
|
2022
Q2 | $178K | Hold |
1,698
| – | – | 0.1% | 154 |
|
|
2022
Q1 | $177K | Buy |
+1,698
| New | +$177K | 0.09% | 171 |
|