BSWM
Boston Standard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,165
| Closed | -$227K | – | 42 |
|
|
2023
Q1 | $227K | Buy |
2,165
+6
| +0.3% | +$629 | 0.07% | 38 |
|
|
2022
Q4 | $225K | Sell |
2,159
-12
| -0.6% | -$1.25K | 0.07% | 39 |
|
|
2022
Q3 | $223K | Buy |
2,171
+5
| +0.2% | +$514 | 0.07% | 35 |
|
|
2022
Q2 | $227K | Buy |
+2,166
| New | +$227K | 0.07% | 35 |
|
|
2021
Q4 | – | Sell |
-2,123
| Closed | -$228K | – | 40 |
|
|
2021
Q3 | $228K | Buy |
+2,123
| New | +$228K | 0.07% | 39 |
|
|
2018
Q4 | – | Sell |
-2,610
| Closed | -$273K | – | 32 |
|
|
2018
Q3 | $273K | Buy |
+2,610
| New | +$273K | 0.15% | 28 |
|
|
2018
Q1 | $273K | Buy |
2,607
+1
| +0% | +$105 | 0.17% | 27 |
|
|
2017
Q4 | $273K | Buy |
2,606
+1
| +0% | +$105 | 0.17% | 28 |
|
|
2017
Q3 | $276K | Sell |
2,605
-12
| -0.5% | -$1.27K | 0.18% | 20 |
|
|
2017
Q2 | $276K | Sell |
2,617
-251
| -9% | -$26.5K | 0.19% | 21 |
|
|
2017
Q1 | $303K | Sell |
2,868
-476
| -14% | -$50.3K | 0.23% | 21 |
|
|
2016
Q4 | $351K | Buy |
3,344
+8
| +0.2% | +$840 | 0.28% | 21 |
|
|
2016
Q3 | $354K | Buy |
3,336
+7
| +0.2% | +$743 | 0.29% | 21 |
|
|
2016
Q2 | $354K | Sell |
3,329
-191
| -5% | -$20.3K | 0.31% | 22 |
|
|
2016
Q1 | $373K | Buy |
+3,520
| New | +$373K | 0.34% | 21 |
|
|
2015
Q4 | – | Sell |
-4,145
| Closed | -$439K | – | 23 |
|
|
2015
Q3 | $439K | Sell |
4,145
-92
| -2% | -$9.74K | 0.44% | 20 |
|
|
2015
Q2 | $448K | Sell |
4,237
-27
| -0.6% | -$2.86K | 0.42% | 20 |
|
|
2015
Q1 | $450K | Sell |
4,264
-564
| -12% | -$59.5K | 0.42% | 21 |
|
|
2014
Q4 | $513K | Buy |
+4,828
| New | +$513K | 0.51% | 20 |
|