Beta Wealth Group’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
Q4 | – | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $6.69M | Sell |
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|
2022
Q3 | $6.66M | Sell |
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|
2022
Q2 | $6.88M | Buy |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $248K | Buy |
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