AllSquare 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
Q1 | – | Sell |
-500
| Closed | -$52.1K | – | 563 |
|
|
2022
Q4 | $52.1K | Hold |
500
| – | – | 0.04% | 194 |
|
|
2022
Q3 | $51K | Hold |
500
| – | – | 0.04% | 185 |
|
|
2022
Q2 | $52K | Hold |
500
| – | – | 0.04% | 189 |
|
|
2022
Q1 | $52K | Hold |
500
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $54K | Hold |
500
| – | – | 0.03% | 213 |
|
|
2021
Q3 | $54K | Hold |
500
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $54K | Hold |
500
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $54K | Hold |
500
| – | – | 0.03% | 219 |
|
|
2020
Q4 | $54K | Hold |
500
| – | – | 0.04% | 192 |
|
|
2020
Q3 | $54K | Hold |
500
| – | – | 0.04% | 180 |
|
|
2020
Q2 | $54K | Hold |
500
| – | – | 0.04% | 172 |
|
|
2020
Q1 | $53K | Hold |
500
| – | – | 0.05% | 157 |
|
|
2019
Q4 | $53K | Buy |
+500
| New | +$53K | 0.04% | 180 |
|
|
2015
Q2 | – | Sell |
-185
| Closed | -$20K | – | 338 |
|
|
2015
Q1 | $20K | Hold |
185
| – | – | 0.02% | 174 |
|
|
2014
Q4 | $20K | Buy |
+185
| New | +$20K | 0.02% | 174 |
|