Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.39M | Hold |
12,942
| – | – | 0.22% | 59 |
|
|
2021
Q2 | $1.4M | Hold |
12,942
| – | – | 0.22% | 58 |
|
|
2021
Q1 | $1.4M | Sell |
12,942
-231
| -2% | -$24.9K | 0.29% | 47 |
|
|
2020
Q4 | $1.42M | Sell |
13,173
-28
| -0.2% | -$3.03K | 0.34% | 39 |
|
|
2020
Q3 | $1.43M | Sell |
13,201
-6,726
| -34% | -$727K | 0.41% | 36 |
|
|
2020
Q2 | $2.15M | Buy |
+19,927
| New | +$2.15M | 0.56% | 23 |
|