BDO Wealth Advisors’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
Q2 | $135K | Hold |
1,300
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $136K | Hold |
1,300
| – | – | 0.02% | 285 |
|
|
2022
Q4 | $136K | Hold |
1,300
| – | – | 0.02% | 298 |
|
|
2022
Q3 | $133K | Hold |
1,300
| – | – | 0.02% | 295 |
|
|
2022
Q2 | $136K | Hold |
1,300
| – | – | 0.02% | 297 |
|
|
2022
Q1 | $136K | Hold |
1,300
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $140K | Hold |
1,300
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $140K | Sell |
1,300
-250
| -16% | -$26.9K | 0.02% | 323 |
|
|
2021
Q2 | $167K | Hold |
1,550
| – | – | 0.02% | 315 |
|
|
2021
Q1 | $167K | Sell |
1,550
-500
| -24% | -$53.9K | 0.02% | 311 |
|
|
2020
Q4 | $222K | Hold |
2,050
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $222K | Sell |
2,050
-750
| -27% | -$81.2K | 0.04% | 211 |
|
|
2020
Q2 | $302K | Hold |
2,800
| – | – | 0.05% | 177 |
|
|
2020
Q1 | $298K | Hold |
2,800
| – | – | 0.06% | 163 |
|
|
2019
Q4 | $299K | Sell |
2,800
-500
| -15% | -$53.4K | 0.08% | 153 |
|
|
2019
Q3 | $352K | Hold |
3,300
| – | – | 0.09% | 136 |
|
|
2019
Q2 | $352K | Hold |
3,300
| – | – | 0.1% | 128 |
|
|
2019
Q1 | $350K | Hold |
3,300
| – | – | 0.1% | 125 |
|
|
2018
Q4 | $348K | Sell |
3,300
-4,000
| -55% | -$422K | 0.12% | 114 |
|
|
2018
Q3 | $765K | Hold |
7,300
| – | – | 0.25% | 76 |
|
|
2018
Q2 | $767K | Hold |
7,300
| – | – | 0.26% | 72 |
|
|
2018
Q1 | $766K | Hold |
7,300
| – | – | 0.29% | 67 |
|
|
2017
Q4 | $766K | Buy |
7,300
+3,000
| +70% | +$315K | 0.34% | 57 |
|
|
2017
Q3 | $456K | Sell |
4,300
-225
| -5% | -$23.9K | 0.23% | 74 |
|
|
2017
Q2 | $479K | Buy |
+4,525
| New | +$479K | 0.21% | 81 |
|