OPPS
Obsidian Personal Planning Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,339
| Closed | -$2.75M | – | 107 |
|
|
2024
Q2 | $2.75M | Buy |
26,339
+362
| +1% | +$37.8K | 1.68% | 21 |
|
|
2024
Q1 | $2.72M | Buy |
25,977
+2,463
| +10% | +$257K | 1.78% | 21 |
|
|
2023
Q4 | $2.48M | Sell |
23,514
-164
| -0.7% | -$17.3K | 1.89% | 18 |
|
|
2023
Q3 | $2.44M | Buy |
+23,678
| New | +$2.44M | 2.08% | 15 |
|