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Matrix Asset Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Matrix Asset Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13,996
Closed -$1.51M – 93
2021
Q1 		$1.51M Hold
13,996
– – 0.23% 55
2020
Q4 		$1.51M Buy
13,996
+5,481
+64% +$593K 0.26% 53
2020
Q3 		$920K Buy
+8,515
New +$920K 0.18% 53