Highland Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $770K | Buy |
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|
2022
Q2 | $750K | Sell |
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|
2022
Q1 | $825K | Buy |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $686K | Buy |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $617K | Buy |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $785K | Buy |
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|
2019
Q4 | $697K | Buy |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $345K | Buy |
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|
2018
Q4 | $328K | Sell |
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|
2018
Q3 | $465K | Hold |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $466K | Hold |
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|
2017
Q3 | $471K | Hold |
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|
2017
Q2 | $470K | Hold |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $418K | Hold |
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|
2016
Q2 | $419K | Hold |
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|
2016
Q1 | $418K | Hold |
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|
2015
Q4 | $417K | Buy |
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