Concord Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-594
| Closed | -$61.1K | – | 1011 |
|
|
2023
Q3 | $61.1K | Sell |
594
-7
| -1% | -$720 | 0.01% | 352 |
|
|
2023
Q2 | $62.6K | Buy |
601
+2
| +0.3% | +$208 | 0.01% | 331 |
|
|
2023
Q1 | $62.7K | Sell |
599
-8
| -1% | -$837 | 0.02% | 314 |
|
|
2022
Q4 | $63.3K | Buy |
+607
| New | +$63.3K | 0.02% | 328 |
|
|
2022
Q3 | – | Sell |
-605
| Closed | -$63K | – | 1024 |
|
|
2022
Q2 | $63K | Buy |
605
+1
| +0.2% | +$104 | 0.02% | 330 |
|
|
2022
Q1 | $63K | Hold |
604
| – | – | 0.02% | 390 |
|
|
2021
Q4 | $65K | Buy |
+604
| New | +$65K | 0.02% | 405 |
|