Journey Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,000
| Closed | -$215K | – | 225 |
|
2021
Q4 | $215K | Hold |
2,000
| – | – | 0.06% | 198 |
|
2021
Q3 | $215K | Hold |
2,000
| – | – | 0.07% | 189 |
|
2021
Q2 | $216K | Hold |
2,000
| – | – | 0.07% | 195 |
|
2021
Q1 | $216K | Hold |
2,000
| – | – | 0.08% | 184 |
|
2020
Q4 | $216K | Buy |
+2,000
| New | +$216K | 0.08% | 171 |
|