Lyell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$211K | – | 204 |
|
|
2023
Q4 | $211K | Hold |
2,000
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $206K | Hold |
2,000
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $208K | Buy |
+2,000
| New | +$208K | 0.03% | 175 |
|
|
2022
Q4 | – | Sell |
-2,175
| Closed | -$223K | – | 199 |
|
|
2022
Q3 | $223K | Hold |
2,175
| – | – | 0.04% | 175 |
|
|
2022
Q2 | $228K | Buy |
+2,175
| New | +$228K | 0.04% | 175 |
|