Endurance 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
Q2 | $256K | Hold |
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2023
Q1 | $258K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $394K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $393K | Hold |
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|
2019
Q1 | $391K | Sell |
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|
2018
Q4 | $394K | Sell |
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|
2018
Q3 | $601K | Hold |
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|
2018
Q2 | $602K | Buy |
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|
2018
Q1 | $591K | Sell |
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|
2017
Q4 | $916K | Hold |
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|
2017
Q3 | $926K | Hold |
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|
2017
Q2 | $924K | Sell |
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|
2017
Q1 | $947K | Sell |
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|
2016
Q4 | $966K | Sell |
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|
2016
Q3 | $984K | Sell |
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|
2016
Q2 | $1.09M | Hold |
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|
2016
Q1 | $1.09K | Hold |
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|
2015
Q4 | $1.09M | Hold |
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|
2015
Q3 | $1.09M | Hold |
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|
2015
Q2 | $1.09M | Buy |
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