Boston Standard Wealth Management’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
Q2 | – | Sell |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $273K | Buy |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $303K | Sell |
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|
2016
Q4 | $351K | Buy |
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|
2016
Q3 | $354K | Buy |
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|
2016
Q2 | $354K | Sell |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $439K | Sell |
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|
2015
Q2 | $448K | Sell |
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|
2015
Q1 | $450K | Sell |
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|
2014
Q4 | $513K | Buy |
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