HWM
Howard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,525
| Closed | -$368K | – | 118 |
|
|
2022
Q1 | $368K | Sell |
3,525
-185
| -5% | -$19.3K | 0.2% | 91 |
|
|
2021
Q4 | $398K | Buy |
3,710
+380
| +11% | +$40.8K | 0.21% | 93 |
|
|
2021
Q3 | $358K | Sell |
3,330
-560
| -14% | -$60.2K | 0.2% | 92 |
|
|
2021
Q2 | $419K | Buy |
3,890
+610
| +19% | +$65.7K | 0.23% | 87 |
|
|
2021
Q1 | $353K | Buy |
3,280
+160
| +5% | +$17.2K | 0.21% | 91 |
|
|
2020
Q4 | $337K | Buy |
3,120
+420
| +16% | +$45.4K | 0.21% | 93 |
|
|
2020
Q3 | $291K | Buy |
2,700
+440
| +19% | +$47.4K | 0.21% | 96 |
|
|
2020
Q2 | $243K | Buy |
+2,260
| New | +$243K | 0.2% | 99 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$16K | – | 439 |
|
|
2019
Q4 | $16K | Buy |
+150
| New | +$16K | 0.01% | 294 |
|