Element Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-468
| Closed | -$49K | – | 207 |
|
2022
Q1 | $49K | Hold |
468
| – | – | 0.04% | 154 |
|
2021
Q4 | $50K | Buy |
468
+1
| +0.2% | +$107 | 0.04% | 139 |
|
2021
Q3 | $50K | Hold |
467
| – | – | 0.04% | 131 |
|
2021
Q2 | $50K | Buy |
467
+2
| +0.4% | +$214 | 0.04% | 128 |
|
2021
Q1 | $50K | Hold |
465
| – | – | 0.04% | 124 |
|
2020
Q4 | $50K | Buy |
+465
| New | +$50K | 0.05% | 120 |
|