Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,001
| Closed | -$837K | – | 241 |
|
|
2022
Q1 | $837K | Buy |
8,001
+6,478
| +425% | +$678K | 0.39% | 65 |
|
|
2021
Q4 | $164K | Buy |
1,523
+124
| +9% | +$13.4K | 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 | +$79K | 0.06% | 149 |
|