BCS Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $353K | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $354K | Hold |
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|
2020
Q3 | $354K | Hold |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $348K | Hold |
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|
2019
Q4 | $349K | Buy |
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