Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-729
| Closed | -$78.3K | – | 183 |
|
|
2021
Q4 | $78.3K | Sell |
729
-945
| -56% | -$101K | 3.4% | 9 |
|
|
2021
Q3 | $181K | Buy |
1,674
+1,566
| +1,450% | +$169K | 0.06% | 178 |
|
|
2021
Q2 | $12K | Buy |
108
+38
| +54% | +$4.22K | ﹤0.01% | 617 |
|
|
2021
Q1 | $7K | Hold |
70
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $8K | Hold |
70
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $8K | Hold |
70
| – | – | 0.01% | 533 |
|
|
2020
Q1 | $7K | Hold |
70
| – | – | 0.01% | 526 |
|
|
2019
Q4 | $7K | Hold |
70
| – | – | 0.01% | 627 |
|
|
2019
Q3 | $7K | Hold |
70
| – | – | 0.01% | 596 |
|
|
2019
Q2 | $7K | Hold |
70
| – | – | 0.01% | 604 |
|
|
2019
Q1 | $7K | Hold |
70
| – | – | 0.01% | 495 |
|
|
2018
Q4 | $7K | Buy |
+70
| New | +$7K | 0.01% | 495 |
|