Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $558K | Sell |
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2024
Q3 | $567K | Sell |
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2024
Q2 | $603K | Sell |
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2024
Q1 | $634K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $907K | Buy |
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|
2023
Q1 | $860K | Buy |
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $550K | Buy |
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