Bigelow Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,123
| Closed | -$218K | – | 148 |
|
2022
Q3 | $218K | Sell |
2,123
-166
| -7% | -$17K | 0.13% | 133 |
|
2022
Q2 | $240K | Sell |
2,289
-278
| -11% | -$29.1K | 0.13% | 129 |
|
2022
Q1 | $269K | Sell |
2,567
-281
| -10% | -$29.4K | 0.13% | 131 |
|
2021
Q4 | $306K | Buy |
2,848
+213
| +8% | +$22.9K | 0.14% | 120 |
|
2021
Q3 | $283K | Buy |
+2,635
| New | +$283K | 0.14% | 122 |
|