MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $229K | Sell |
2,186
-4,352
| -67% | -$456K | 0.05% | 67 |
|
|
2023
Q4 | $689K | Hold |
6,538
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $672K | Hold |
6,538
| – | – | 0.18% | 31 |
|
|
2023
Q2 | $680K | Sell |
6,538
-68
| -1% | -$7.08K | 0.15% | 53 |
|
|
2023
Q1 | $692K | Sell |
6,606
-6,244
| -49% | -$654K | 0.19% | 35 |
|
|
2022
Q4 | $1.34M | Buy |
12,850
+2,712
| +27% | +$283K | 0.4% | 22 |
|
|
2022
Q3 | $1.04M | Buy |
+10,138
| New | +$1.04M | 0.35% | 24 |
|