LGWM
Litman Gregory Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,935
| Closed | -$409K | – | 126 |
|
|
2023
Q2 | $409K | Buy |
+3,935
| New | +$409K | 0.05% | 61 |
|
|
2023
Q1 | – | Sell |
-5,386
| Closed | -$562K | – | 86 |
|
|
2022
Q4 | $562K | Buy |
5,386
+472
| +10% | +$49.2K | 0.08% | 55 |
|
|
2022
Q3 | $504K | Hold |
4,914
| – | – | 0.08% | 49 |
|
|
2022
Q2 | $514K | Buy |
+4,914
| New | +$514K | 0.08% | 62 |
|
|
2021
Q2 | – | Sell |
-419
| Closed | -$45K | – | 174 |
|
|
2021
Q1 | $45K | Hold |
419
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $45K | Hold |
419
| – | – | 0.01% | 101 |
|
|
2020
Q3 | $45K | Hold |
419
| – | – | 0.01% | 101 |
|
|
2020
Q2 | $45K | Hold |
419
| – | – | 0.01% | 97 |
|
|
2020
Q1 | $45K | Hold |
419
| – | – | 0.01% | 86 |
|
|
2019
Q4 | $45K | Hold |
419
| – | – | 0.01% | 99 |
|
|
2019
Q3 | $45K | Buy |
419
+102
| +32% | +$11K | 0.01% | 78 |
|
|
2019
Q2 | $34K | Buy |
+317
| New | +$34K | 0.01% | 106 |
|