Martel Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,363
| Closed | -$255K | – | 46 |
|
|
2020
Q3 | $255K | Buy |
2,363
+394
| +20% | +$42.6K | 0.08% | 40 |
|
|
2020
Q2 | $212K | Sell |
1,969
-27
| -1% | -$2.91K | 0.07% | 41 |
|
|
2020
Q1 | $212K | Buy |
1,996
+8
| +0.4% | +$850 | 0.08% | 37 |
|
|
2019
Q4 | $212K | Hold |
1,988
| – | – | 0.07% | 39 |
|
|
2019
Q3 | $212K | Sell |
1,988
-44
| -2% | -$4.69K | 0.08% | 37 |
|
|
2019
Q2 | $217K | Buy |
+2,032
| New | +$217K | 0.08% | 37 |
|