NEIRG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60,466
| Closed | -$6.29M | – | 106 |
|
|
2023
Q2 | $6.29M | Sell |
60,466
-57,240
| -49% | -$5.96M | 1.16% | 24 |
|
|
2023
Q1 | $12.3M | Buy |
117,706
+20,920
| +22% | +$2.19M | 2.14% | 15 |
|
|
2022
Q4 | $10.1M | Buy |
96,786
+22,316
| +30% | +$2.33M | 1.9% | 16 |
|
|
2022
Q3 | $7.65M | Buy |
74,470
+49,435
| +197% | +$5.07M | 1.53% | 22 |
|
|
2022
Q2 | $2.62M | Buy |
25,035
+20,938
| +511% | +$2.19M | 0.57% | 52 |
|
|
2022
Q1 | $429K | Sell |
4,097
-8,874
| -68% | -$929K | 0.08% | 103 |
|
|
2021
Q4 | $1.39M | Buy |
+12,971
| New | +$1.39M | 0.27% | 60 |
|