Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $659K | Buy |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q3 | $552K | Buy |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $961K | Sell |
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|
2021
Q3 | $965K | Buy |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $452K | Sell |
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|
2019
Q2 | $558K | Buy |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $693K | Sell |
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|
2018
Q3 | $3.35M | Sell |
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|
2018
Q2 | $6.93M | Buy |
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|
2018
Q1 | $695K | Buy |
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|
2017
Q4 | $353K | Buy |
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|
2017
Q3 | $353K | Buy |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $307K | Buy |
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|
2016
Q4 | $264K | Buy |
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|
2016
Q3 | $209K | Buy |
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|
2016
Q1 | $205K | Buy |
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