Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.5M | Buy |
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2020
Q2 | $1.05M | Sell |
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2020
Q1 | $1.19M | Sell |
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2019
Q4 | $1.5M | Sell |
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2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.59M | Sell |
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2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $1.85M | Sell |
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2018
Q2 | $2.15M | Buy |
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|
2018
Q1 | $1.99M | Sell |
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|
2017
Q4 | $2.65M | Buy |
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|
2017
Q3 | $2.68M | Sell |
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|
2017
Q2 | $2.84M | Sell |
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|
2017
Q1 | $3.37M | Buy |
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|
2016
Q4 | $3.22M | Buy |
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|
2016
Q3 | $1.39M | Buy |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.25M | Buy |
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|
2015
Q4 | $867K | Buy |
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|
2015
Q3 | $376K | Buy |
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|
2015
Q2 | $275K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.63M | Buy |
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