Oakwell Private 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 |
-26,308
| Closed | -$2.74M | – | 61 |
|
|
2023
Q2 | $2.74M | Buy |
26,308
+1,283
| +5% | +$133K | 1.14% | 18 |
|
|
2023
Q1 | $2.62M | Sell |
25,025
-26,079
| -51% | -$2.73M | 1.19% | 19 |
|
|
2022
Q4 | $5.33M | Buy |
51,104
+14,265
| +39% | +$1.49M | 2.55% | 12 |
|
|
2022
Q3 | $3.78M | Buy |
36,839
+25,579
| +227% | +$2.63M | 2.09% | 12 |
|
|
2022
Q2 | $1.18M | Sell |
11,260
-659
| -6% | -$69K | 0.67% | 21 |
|
|
2022
Q1 | $1.25M | Buy |
11,919
+685
| +6% | +$71.7K | 0.63% | 22 |
|
|
2021
Q4 | $1.21M | Buy |
11,234
+1,227
| +12% | +$132K | 0.6% | 23 |
|
|
2021
Q3 | $1.08M | Buy |
10,007
+2,724
| +37% | +$293K | 0.58% | 22 |
|
|
2021
Q2 | $785K | Buy |
7,283
+627
| +9% | +$67.6K | 0.5% | 33 |
|
|
2021
Q1 | $718K | Buy |
6,656
+686
| +11% | +$74K | 0.51% | 31 |
|
|
2020
Q4 | $645K | Buy |
+5,970
| New | +$645K | 0.51% | 31 |
|