EWM
Evercore Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-40
| Closed | -$4K | – | 736 |
|
|
2017
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 864 |
|
|
2017
Q3 | $4K | Sell |
40
-7,500
| -99% | -$750K | ﹤0.01% | 856 |
|
|
2017
Q2 | $798K | Sell |
7,540
-33,400
| -82% | -$3.53M | 0.03% | 197 |
|
|
2017
Q1 | $4.32M | Sell |
40,940
-32,444
| -44% | -$3.43M | 0.17% | 94 |
|
|
2016
Q4 | $7.71M | Buy |
73,384
+66,750
| +1,006% | +$7.01M | 0.32% | 67 |
|
|
2016
Q3 | $703K | Hold |
6,634
| – | – | 0.03% | 209 |
|
|
2016
Q2 | $705K | Hold |
6,634
| – | – | 0.03% | 203 |
|
|
2016
Q1 | $704K | Hold |
6,634
| – | – | 0.03% | 204 |
|
|
2015
Q4 | $703K | Buy |
6,634
+40
| +0.6% | +$4.24K | 0.03% | 216 |
|
|
2015
Q3 | $698K | Hold |
6,594
| – | – | 0.03% | 215 |
|
|
2015
Q2 | $696K | Hold |
6,594
| – | – | 0.03% | 234 |
|
|
2015
Q1 | $698K | Buy |
+6,594
| New | +$698K | 0.03% | 230 |
|
|
2014
Q4 | – | Sell |
-3,300
| Closed | -$350K | – | 972 |
|
|
2014
Q3 | $350K | Buy |
+3,300
| New | +$350K | 0.02% | 313 |
|