BWM
Benchmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,663
| Closed | -$274K | – | 48 |
|
|
2023
Q3 | $274K | Sell |
2,663
-235
| -8% | -$24.2K | 0.17% | 40 |
|
|
2023
Q2 | $302K | Hold |
2,898
| – | – | 0.18% | 38 |
|
|
2023
Q1 | $304K | Sell |
2,898
-1,018
| -26% | -$107K | 0.19% | 39 |
|
|
2022
Q4 | $408K | Hold |
3,916
| – | – | 0.29% | 33 |
|
|
2022
Q3 | $402K | Hold |
3,916
| – | – | 0.32% | 30 |
|
|
2022
Q2 | $410K | Buy |
+3,916
| New | +$410K | 0.3% | 29 |
|
|
2021
Q1 | – | Sell |
-2,316
| Closed | -$250K | – | 46 |
|
|
2020
Q4 | $250K | Hold |
2,316
| – | – | 0.19% | 37 |
|
|
2020
Q3 | $250K | Hold |
2,316
| – | – | 0.2% | 34 |
|
|
2020
Q2 | $250K | Buy |
+2,316
| New | +$250K | 0.21% | 31 |
|