BWP
Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
3,886
-376
| -9% | -$40K | 0.09% | 77 |
|
|
2025
Q1 | $450K | Sell |
4,262
-267
| -6% | -$28.2K | 0.11% | 70 |
|
|
2024
Q4 | $477K | Sell |
4,529
-600
| -12% | -$63.2K | 0.11% | 65 |
|
|
2024
Q3 | $543K | Sell |
5,129
-873
| -15% | -$92.4K | 0.13% | 63 |
|
|
2024
Q2 | $628K | Sell |
6,002
-12,098
| -67% | -$1.26M | 0.17% | 51 |
|
|
2024
Q1 | $1.9M | Buy |
18,100
+3,900
| +27% | +$408K | 0.53% | 34 |
|
|
2023
Q4 | $1.5M | Buy |
14,200
+7,260
| +105% | +$765K | 0.47% | 36 |
|
|
2023
Q3 | $714K | Buy |
6,940
+1,320
| +23% | +$136K | 0.28% | 43 |
|
|
2023
Q2 | $585K | Buy |
5,620
+1,184
| +27% | +$123K | 0.23% | 50 |
|
|
2023
Q1 | $464K | Buy |
4,436
+88
| +2% | +$9.21K | 0.2% | 56 |
|
|
2022
Q4 | $453K | Sell |
4,348
-489
| -10% | -$51K | 0.21% | 54 |
|
|
2022
Q3 | $496K | Sell |
4,837
-835
| -15% | -$85.6K | 0.28% | 46 |
|
|
2022
Q2 | $593K | Sell |
5,672
-156
| -3% | -$16.3K | 0.34% | 44 |
|
|
2022
Q1 | $609K | Buy |
5,828
+366
| +7% | +$38.2K | 0.3% | 44 |
|
|
2021
Q4 | $586K | Sell |
5,462
-230
| -4% | -$24.7K | 0.29% | 43 |
|
|
2021
Q3 | $612K | Buy |
5,692
+32
| +0.6% | +$3.44K | 0.36% | 43 |
|
|
2021
Q2 | $610K | Sell |
5,660
-7,643
| -57% | -$824K | 0.37% | 43 |
|
|
2021
Q1 | $1.43M | Buy |
13,303
+1
| +0% | +$108 | 0.91% | 20 |
|
|
2020
Q4 | $1.44M | Buy |
13,302
+881
| +7% | +$95.2K | 0.55% | 33 |
|
|
2020
Q3 | $1.34M | Buy |
12,421
+9,805
| +375% | +$1.06M | 0.6% | 31 |
|
|
2020
Q2 | $282K | Sell |
2,616
-4,029
| -61% | -$434K | 0.15% | 112 |
|
|
2020
Q1 | $706K | Sell |
6,645
-1,582
| -19% | -$168K | 0.49% | 54 |
|
|
2019
Q4 | $878K | Buy |
8,227
+47
| +0.6% | +$5.02K | 0.53% | 45 |
|
|
2019
Q3 | $871K | Sell |
8,180
-898
| -10% | -$95.6K | 0.63% | 38 |
|
|
2019
Q2 | $967K | Buy |
9,078
+342
| +4% | +$36.4K | 0.76% | 33 |
|
|
2019
Q1 | $926K | Buy |
8,736
+291
| +3% | +$30.8K | 0.73% | 34 |
|
|
2018
Q4 | $890K | Buy |
+8,445
| New | +$890K | 0.79% | 33 |
|