Moneywise Inc’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
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% +$865 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% -$756 0.21% 40
2020
Q1
$259K Buy
+2,432
New +$259K 0.23% 36