Mattern Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $245K | Sell |
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2023
Q1 | $315K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $688K | Sell |
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|
2021
Q3 | $2.29M | Sell |
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|
2021
Q2 | $2.76M | Sell |
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|
2021
Q1 | $4.28M | Sell |
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|
2020
Q4 | $4.49M | Buy |
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|
2020
Q3 | $3.92M | Buy |
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|
2020
Q2 | $3.43M | Buy |
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