AJ Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.08M | Hold |
|
|||||
|
2023
Q1 | $2.1M | Sell |
|
|||||
|
2022
Q4 | $2.24M | Sell |
|
|||||
|
2022
Q3 | $3.03M | Hold |
|
|||||
|
2022
Q2 | $3.09M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $2.58M | Buy |
|
|||||
|
2019
Q1 | $2.14M | Buy |
|
|||||
|
2018
Q4 | $1.82M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $359K | Sell |
|
|||||
|
2017
Q4 | $659K | Sell |
|
|||||
|
2017
Q3 | $1.77M | Buy |
|
|||||
|
2017
Q2 | $1.63M | Hold |
|
|||||
|
2017
Q1 | $1.62M | Sell |
|
|||||
|
2016
Q4 | $1.83M | Buy |
|