BWAM
Boyd Watterson Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $35K | Hold |
329
| – | – | 0.01% | 208 |
|
2025
Q1 | $34.7K | Hold |
329
| – | – | 0.01% | 209 |
|
2024
Q4 | $34.7K | Hold |
329
| – | – | 0.01% | 216 |
|
2024
Q3 | $34.9K | Hold |
329
| – | – | 0.01% | 209 |
|
2024
Q2 | $34.4K | Hold |
329
| – | – | 0.01% | 208 |
|
2024
Q1 | $34.5K | Hold |
329
| – | – | 0.01% | 211 |
|
2023
Q4 | $34.7K | Hold |
329
| – | – | 0.01% | 206 |
|
2023
Q3 | $33.8K | Sell |
329
-50
| -13% | -$5.14K | 0.01% | 198 |
|
2023
Q2 | $39.4K | Sell |
379
-621
| -62% | -$64.6K | 0.02% | 201 |
|
2023
Q1 | $105K | Hold |
1,000
| – | – | 0.04% | 151 |
|
2022
Q4 | $104K | Buy |
+1,000
| New | +$104K | 0.04% | 153 |
|