BDO Wealth Advisors’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 | $135K | Hold |
|
|||||
|
2023
Q1 | $136K | Hold |
|
|||||
|
2022
Q4 | $136K | Hold |
|
|||||
|
2022
Q3 | $133K | Hold |
|
|||||
|
2022
Q2 | $136K | Hold |
|
|||||
|
2022
Q1 | $136K | Hold |
|
|||||
|
2021
Q4 | $140K | Hold |
|
|||||
|
2021
Q3 | $140K | Sell |
|
|||||
|
2021
Q2 | $167K | Hold |
|
|||||
|
2021
Q1 | $167K | Sell |
|
|||||
|
2020
Q4 | $222K | Hold |
|
|||||
|
2020
Q3 | $222K | Sell |
|
|||||
|
2020
Q2 | $302K | Hold |
|
|||||
|
2020
Q1 | $298K | Hold |
|
|||||
|
2019
Q4 | $299K | Sell |
|
|||||
|
2019
Q3 | $352K | Hold |
|
|||||
|
2019
Q2 | $352K | Hold |
|
|||||
|
2019
Q1 | $350K | Hold |
|
|||||
|
2018
Q4 | $348K | Sell |
|
|||||
|
2018
Q3 | $765K | Hold |
|
|||||
|
2018
Q2 | $767K | Hold |
|
|||||
|
2018
Q1 | $766K | Hold |
|
|||||
|
2017
Q4 | $766K | Buy |
|
|||||
|
2017
Q3 | $456K | Sell |
|
|||||
|
2017
Q2 | $479K | Buy |
|