GWS
Glassman Wealth Services’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 |
-2,705
| Closed | -$283K | – | 2014 |
|
2023
Q1 | $283K | Hold |
2,705
| – | – | 0.05% | 125 |
|
2022
Q4 | $282K | Hold |
2,705
| – | – | 0.05% | 134 |
|
2022
Q3 | $278K | Hold |
2,705
| – | – | 0.06% | 112 |
|
2022
Q2 | $283K | Hold |
2,705
| – | – | 0.06% | 120 |
|
2022
Q1 | $283K | Hold |
2,705
| – | – | 0.05% | 129 |
|
2021
Q4 | $290K | Buy |
+2,705
| New | +$290K | 0.05% | 118 |
|