Guidance Point Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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2022
Q2 | $1.38M | Buy |
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2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $947K | Buy |
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|
2021
Q2 | $901K | Buy |
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|
2021
Q1 | $896K | Buy |
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|
2020
Q4 | $744K | Buy |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $757K | Buy |
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|
2020
Q1 | $743K | Sell |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | $777K | Buy |
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|
2019
Q2 | $774K | Buy |
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|
2019
Q1 | $767K | Buy |
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|
2018
Q4 | $760K | Buy |
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