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Acima Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Acima Private Wealth’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,001
Closed -$837K – 240
2022
Q1 		$837K Buy
8,001
+6,478
+425% +$686K 0.39% 65
2021
Q4 		$164K Buy
1,523
+124
+9% +$13.3K 0.07% 137
2021
Q3 		$150K Hold
1,399
– – 0.07% 136
2021
Q2 		$151K Hold
1,399
– – 0.07% 134
2021
Q1 		$151K Hold
1,399
– – 0.07% 134
2020
Q4 		$151K Sell
1,399
-463
-25% -$50K 0.08% 129
2020
Q3 		$201K Buy
1,862
+1,117
+150% +$121K 0.12% 113
2020
Q2 		$80K Hold
745
– – 0.05% 147
2020
Q1 		$79K Buy
+745
New +$79.2K 0.06% 149

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