Forvis Mazars Wealth Advisors’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
Q2 | – | Sell |
-2,935
| Closed | -$307K | – | 424 |
|
|
2023
Q1 | $307K | Sell |
2,935
-1
| -0% | -$105 | 0.01% | 328 |
|
|
2022
Q4 | $306K | Buy |
+2,936
| New | +$306K | 0.01% | 319 |
|
|
2022
Q3 | – | Sell |
-3,129
| Closed | -$328K | – | 399 |
|
|
2022
Q2 | $328K | Buy |
+3,129
| New | +$328K | 0.01% | 308 |
|
|
2015
Q2 | – | Sell |
-2,085
| Closed | -$221K | – | 194 |
|
|
2015
Q1 | $221K | Buy |
+2,085
| New | +$221K | 0.03% | 171 |
|