Connecticut Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,350
| Closed | -$3.01M | – | 308 |
|
|
2024
Q3 | $3.01M | Hold |
28,350
| – | – | 0.15% | 77 |
|
|
2024
Q2 | $2.96M | Sell |
28,350
-75
| -0.3% | -$7.84K | 0.15% | 78 |
|
|
2024
Q1 | $2.98M | Hold |
28,425
| – | – | 0.16% | 74 |
|
|
2023
Q4 | $3M | Buy |
28,425
+75
| +0.3% | +$7.91K | 0.17% | 71 |
|
|
2023
Q3 | $2.92M | Buy |
+28,350
| New | +$2.92M | 0.2% | 64 |
|