Oakwell Private Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $2.74M | Buy |
|
|||||
|
2023
Q1 | $2.62M | Sell |
|
|||||
|
2022
Q4 | $5.33M | Buy |
|
|||||
|
2022
Q3 | $3.78M | Buy |
|
|||||
|
2022
Q2 | $1.18M | Sell |
|
|||||
|
2022
Q1 | $1.25M | Buy |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|
|||||
|
2021
Q2 | $785K | Buy |
|
|||||
|
2021
Q1 | $718K | Buy |
|
|||||
|
2020
Q4 | $645K | Buy |
|