Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,004
| Closed | -$213K | – | 22 |
|
|
2020
Q1 | $213K | Hold |
2,004
| – | – | 0.26% | 22 |
|
|
2019
Q4 | $214K | Sell |
2,004
-543
| -21% | -$58K | 0.21% | 23 |
|
|
2019
Q3 | $271K | Sell |
2,547
-11,969
| -82% | -$1.27M | 0.29% | 21 |
|
|
2019
Q2 | $1.55M | Buy |
14,516
+400
| +3% | +$42.6K | 1.53% | 17 |
|
|
2019
Q1 | $1.5M | Sell |
14,116
-3,651
| -21% | -$387K | 1.61% | 17 |
|
|
2018
Q4 | $1.87M | Buy |
17,767
+70
| +0.4% | +$7.38K | 2.25% | 15 |
|
|
2018
Q3 | $1.85M | Buy |
17,697
+595
| +3% | +$62.3K | 1.88% | 15 |
|
|
2018
Q2 | $1.8M | Sell |
17,102
-74
| -0.4% | -$7.77K | 1.87% | 15 |
|
|
2018
Q1 | $1.8M | Sell |
17,176
-327
| -2% | -$34.3K | 1.66% | 18 |
|
|
2017
Q4 | $1.84M | Buy |
+17,503
| New | +$1.84M | 1.68% | 18 |
|