Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62.4K | Hold |
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2024
Q3 | $62.9K | Hold |
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2024
Q2 | $61.9K | Hold |
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|
2024
Q1 | $62K | Buy |
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|
2023
Q4 | $47.4K | Buy |
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|
2023
Q3 | $33.3K | Sell |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $187K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $70K | Buy |
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