BSWA
Bromfield Sneider Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.44M | Buy |
71,000
+4,478
| +7% | +$469K | 4.59% | 5 |
|
|
2023
Q4 | $7.01M | Buy |
66,522
+85
| +0.1% | +$8.96K | 4.75% | 5 |
|
|
2023
Q3 | $6.83M | Buy |
66,437
+17,199
| +35% | +$1.77M | 5.15% | 5 |
|
|
2023
Q2 | $5.12M | Buy |
49,238
+335
| +0.7% | +$34.9K | 4.07% | 7 |
|
|
2023
Q1 | $5.12M | Buy |
48,903
+1,275
| +3% | +$133K | 4.31% | 7 |
|
|
2022
Q4 | $4.97M | Buy |
47,628
+45,865
| +2,602% | +$4.78M | 4.6% | 6 |
|
|
2022
Q3 | $181K | Buy |
1,763
+918
| +109% | +$94.2K | 0.21% | 36 |
|
|
2022
Q2 | $88K | Buy |
+845
| New | +$88K | 0.11% | 42 |
|