MI
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Moneywise Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Moneywise Inc’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,264
Closed -$244K – 51
2021
Q2 		$244K Sell
2,264
-87
-4% -$9.38K 0.17% 45
2021
Q1 		$254K Buy
2,351
+3
+0.1% +$324 0.17% 43
2020
Q4 		$254K Buy
2,348
+8
+0.3% +$863 0.18% 41
2020
Q3 		$253K Sell
2,340
-85
-4% -$9.19K 0.2% 40
2020
Q2 		$262K Sell
2,425
-7
-0.3% -$750 0.21% 40
2020
Q1 		$259K Buy
+2,432
New +$259K 0.23% 36

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