GIA
Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-411
| Closed | -$43.3K | – | 73 |
|
|
2023
Q4 | $43.3K | Sell |
411
-1,323
| -76% | -$139K | 0.02% | 46 |
|
|
2023
Q3 | $178K | Sell |
1,734
-89
| -5% | -$9.16K | 0.11% | 46 |
|
|
2023
Q2 | $190K | Hold |
1,823
| – | – | 0.11% | 46 |
|
|
2023
Q1 | $191K | Sell |
1,823
-489
| -21% | -$51.2K | 0.12% | 48 |
|
|
2022
Q4 | $241K | Sell |
2,312
-5,683
| -71% | -$593K | 0.17% | 40 |
|
|
2022
Q3 | $821K | Buy |
7,995
+133
| +2% | +$13.7K | 0.62% | 21 |
|
|
2022
Q2 | $823K | Sell |
7,862
-2,153
| -21% | -$225K | 0.63% | 16 |
|
|
2022
Q1 | $1.05M | Buy |
10,015
+6,493
| +184% | +$678K | 0.72% | 17 |
|
|
2021
Q4 | $379K | Buy |
3,522
+2,085
| +145% | +$224K | 0.28% | 30 |
|
|
2021
Q3 | $156K | Buy |
+1,437
| New | +$156K | 0.15% | 38 |
|