IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-790
| Closed | -$85K | – | 402 |
|
|
2021
Q3 | $85K | Buy |
+790
| New | +$85K | 0.02% | 233 |
|
|
2019
Q3 | – | Sell |
-769
| Closed | -$81K | – | 324 |
|
|
2019
Q2 | $81K | Buy |
+769
| New | +$81K | 0.02% | 178 |
|
|
2017
Q1 | – | Sell |
-747
| Closed | -$79K | – | 345 |
|
|
2016
Q4 | $79K | Buy |
+747
| New | +$79K | 0.04% | 158 |
|