Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $31.6K | Buy |
303
+151
| +99% | +$15.7K | ﹤0.01% | 575 |
|
|
2022
Q3 | $16K | Hold |
152
| – | – | 0.01% | 583 |
|
|
2022
Q2 | $15.9K | Hold |
152
| – | – | 0.01% | 580 |
|
|
2022
Q1 | $16K | Buy |
+152
| New | +$16K | ﹤0.01% | 638 |
|
|
2021
Q3 | $20K | Sell |
184
-341
| -65% | -$37.1K | 0.01% | 558 |
|
|
2021
Q2 | $57K | Buy |
525
+140
| +36% | +$15.2K | 0.02% | 436 |
|
|
2021
Q1 | $42K | Buy |
+385
| New | +$42K | 0.02% | 399 |
|