BWM
BCS Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
2,292
| – | – | 0.05% | 227 |
|
|
2025
Q1 | $242K | Hold |
2,292
| – | – | 0.06% | 217 |
|
|
2024
Q4 | $242K | Buy |
+2,292
| New | +$242K | 0.06% | 222 |
|
|
2024
Q2 | – | Sell |
-2,292
| Closed | -$240K | – | 219 |
|
|
2024
Q1 | $240K | Hold |
2,292
| – | – | 0.08% | 212 |
|
|
2023
Q4 | $242K | Hold |
2,292
| – | – | 0.09% | 188 |
|
|
2023
Q3 | $236K | Buy |
+2,292
| New | +$236K | 0.1% | 173 |
|
|
2023
Q2 | – | Sell |
-5,516
| Closed | -$577K | – | 164 |
|
|
2023
Q1 | $577K | Buy |
5,516
+2,724
| +98% | +$285K | 0.26% | 75 |
|
|
2022
Q4 | $291K | Sell |
2,792
-480
| -15% | -$50K | 0.12% | 147 |
|
|
2022
Q3 | $336K | Hold |
3,272
| – | – | 0.16% | 134 |
|
|
2022
Q2 | $342K | Hold |
3,272
| – | – | 0.15% | 125 |
|
|
2022
Q1 | $342K | Hold |
3,272
| – | – | 0.14% | 136 |
|
|
2021
Q4 | $351K | Hold |
3,272
| – | – | 0.13% | 141 |
|
|
2021
Q3 | $352K | Hold |
3,272
| – | – | 0.15% | 126 |
|
|
2021
Q2 | $353K | Hold |
3,272
| – | – | 0.19% | 102 |
|
|
2021
Q1 | $353K | Hold |
3,272
| – | – | 0.17% | 110 |
|
|
2020
Q4 | $354K | Hold |
3,272
| – | – | 0.18% | 97 |
|
|
2020
Q3 | $354K | Hold |
3,272
| – | – | 0.2% | 90 |
|
|
2020
Q2 | $353K | Hold |
3,272
| – | – | 0.21% | 90 |
|
|
2020
Q1 | $348K | Hold |
3,272
| – | – | 0.24% | 76 |
|
|
2019
Q4 | $349K | Buy |
+3,272
| New | +$349K | 0.23% | 76 |
|