BSW Wealth Partners’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
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $397K | Hold |
|
|||||
|
2023
Q1 | $400K | Hold |
|
|||||
|
2022
Q4 | $398K | Sell |
|
|||||
|
2022
Q3 | $559K | Sell |
|
|||||
|
2022
Q2 | $603K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $3.2M | Buy |
|
|||||
|
2020
Q1 | $2.31M | Buy |
|
|||||
|
2019
Q4 | $878K | Buy |
|
|||||
|
2019
Q3 | $631K | Sell |
|
|||||
|
2019
Q2 | $774K | Sell |
|
|||||
|
2019
Q1 | $776K | Sell |
|
|||||
|
2018
Q4 | $1.88M | Buy |
|
|||||
|
2018
Q3 | $251K | Sell |
|
|||||
|
2018
Q2 | $2.01M | Buy |
|
|||||
|
2018
Q1 | $1.86M | Buy |
|
|||||
|
2017
Q4 | $1.78M | Buy |
|