LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $478K | Sell |
4,525
-150
| -3% | -$15.8K | 0.25% | 69 |
|
|
2016
Q4 | $491K | Hold |
4,675
| – | – | 0.27% | 66 |
|
|
2016
Q3 | $496K | Sell |
4,675
-125
| -3% | -$13.3K | 0.28% | 64 |
|
|
2016
Q2 | $510K | Hold |
4,800
| – | – | 0.29% | 61 |
|
|
2016
Q1 | $509K | Hold |
4,800
| – | – | 0.29% | 60 |
|
|
2015
Q4 | $509K | Buy |
4,800
+500
| +12% | +$53K | 0.29% | 63 |
|
|
2015
Q3 | $455K | Sell |
4,300
-500
| -10% | -$52.9K | 0.29% | 64 |
|
|
2015
Q2 | $507K | Hold |
4,800
| – | – | 0.32% | 58 |
|
|
2015
Q1 | $508K | Hold |
4,800
| – | – | 0.32% | 54 |
|
|
2014
Q4 | $508K | Buy |
4,800
+3,300
| +220% | +$349K | 0.34% | 50 |
|
|
2014
Q3 | $159K | Hold |
1,500
| – | – | 0.11% | 101 |
|
|
2014
Q2 | $159K | Hold |
1,500
| – | – | 0.13% | 98 |
|
|
2014
Q1 | $159K | Hold |
1,500
| – | – | 0.13% | 96 |
|
|
2013
Q4 | $159K | Buy |
+1,500
| New | +$159K | 0.13% | 87 |
|