Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $402K | Sell |
|
|||||
|
2016
Q4 | $424K | Sell |
|
|||||
|
2016
Q3 | $428K | Sell |
|
|||||
|
2016
Q2 | $473K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $241K | Hold |
|
|||||
|
2014
Q3 | $242K | Sell |
|
|||||
|
2014
Q2 | $241K | Buy |
|
|||||
|
2014
Q1 | $242K | Buy |
|
|||||
|
2013
Q4 | $242K | Buy |
|
|||||
|
2013
Q3 | $236K | Buy |
|
|||||
|
2013
Q2 | $234K | Buy |
|