GWMR
GC Wealth Management RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
4,507
-932
| -17% | -$99.1K | 0.04% | 333 |
|
|
2025
Q1 | $574K | Hold |
5,439
| – | – | 0.11% | 162 |
|
|
2024
Q4 | $574K | Sell |
5,439
-2,670
| -33% | -$282K | 0.1% | 158 |
|
|
2024
Q3 | $861K | Hold |
8,109
| – | – | 0.15% | 122 |
|
|
2024
Q2 | $848K | Sell |
8,109
-1,097
| -12% | -$115K | 0.17% | 114 |
|
|
2024
Q1 | $964K | Buy |
9,206
+1,097
| +14% | +$115K | 0.19% | 102 |
|
|
2023
Q4 | $855K | Buy |
+8,109
| New | +$855K | 0.39% | 69 |
|