FWP
Firethorn Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,330
| Closed | -$242K | – | 127 |
|
|
2023
Q1 | $242K | Sell |
2,330
-440
| -16% | -$45.7K | 0.19% | 93 |
|
|
2022
Q4 | $289K | Sell |
2,770
-512
| -16% | -$53.4K | 0.24% | 88 |
|
|
2022
Q3 | $337K | Sell |
3,282
-1,809
| -36% | -$186K | 0.31% | 77 |
|
|
2022
Q2 | $537K | Buy |
5,091
+1,512
| +42% | +$159K | 0.44% | 53 |
|
|
2022
Q1 | $374K | Buy |
3,579
+314
| +10% | +$32.8K | 0.28% | 77 |
|
|
2021
Q4 | $351K | Buy |
+3,265
| New | +$351K | 0.26% | 84 |
|