ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$862 | – | 1268 |
|
|
2024
Q1 | $862 | Hold |
8
| – | – | ﹤0.01% | 1250 |
|
|
2023
Q4 | $865 | Buy |
+8
| New | +$865 | ﹤0.01% | 1244 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$844 | – | 1098 |
|
|
2023
Q2 | $844 | Hold |
8
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q1 | $846 | Hold |
8
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q4 | $841 | Sell |
8
-4,730
| -100% | -$497K | ﹤0.01% | 1191 |
|
|
2022
Q3 | $486K | Hold |
4,738
| – | – | 0.1% | 196 |
|
|
2022
Q2 | $495K | Buy |
4,738
+2,627
| +124% | +$274K | 0.09% | 195 |
|
|
2022
Q1 | $221K | Buy |
+2,111
| New | +$221K | 0.04% | 344 |
|