Altus Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,905
| Closed | -$1.57M | – | 157 |
|
|
2023
Q4 | $1.57M | Sell |
14,905
-105
| -0.7% | -$11.1K | 0.87% | 28 |
|
|
2023
Q3 | $1.54M | Buy |
+15,010
| New | +$1.54M | 0.98% | 25 |
|
|
2022
Q4 | – | Sell |
-2,231
| Closed | -$240K | – | 155 |
|
|
2022
Q3 | $240K | Hold |
2,231
| – | – | 0.24% | 96 |
|
|
2022
Q2 | $240K | Buy |
+2,231
| New | +$240K | 0.24% | 96 |
|
|
2021
Q4 | – | Sell |
-2,231
| Closed | -$240K | – | 114 |
|
|
2021
Q3 | $240K | Buy |
2,231
+302
| +16% | +$32.5K | 0.24% | 96 |
|
|
2021
Q2 | $208K | Sell |
1,929
-155
| -7% | -$16.7K | 0.2% | 106 |
|
|
2021
Q1 | $225K | Sell |
2,084
-1,629
| -44% | -$176K | 0.22% | 95 |
|
|
2020
Q4 | $401K | Buy |
+3,713
| New | +$401K | 0.38% | 52 |
|