Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,922
| Closed | -$1.64M | – | 223 |
|
|
2023
Q3 | $1.64M | Sell |
15,922
-23,085
| -59% | -$2.37M | 0.17% | 100 |
|
|
2023
Q2 | $4.06M | Sell |
39,007
-8,869
| -19% | -$923K | 0.42% | 70 |
|
|
2023
Q1 | $5.01M | Sell |
47,876
-15,154
| -24% | -$1.59M | 0.56% | 63 |
|
|
2022
Q4 | $6.57M | Buy |
63,030
+54,640
| +651% | +$5.7M | 0.81% | 39 |
|
|
2022
Q3 | $8.39K | Sell |
8,390
-49,267
| -85% | -$49.3K | 1.17% | 19 |
|
|
2022
Q2 | $6.03M | Buy |
+57,657
| New | +$6.03M | 0.81% | 40 |
|