Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,517
| Closed | -$592K | – | 80 |
|
|
2021
Q4 | $592K | Buy |
+5,517
| New | +$592K | 0.24% | 45 |
|
|
2021
Q3 | – | Sell |
-1,310
| Closed | -$141K | – | 353 |
|
|
2021
Q2 | $141K | Buy |
+1,310
| New | +$141K | 0.06% | 97 |
|
|
2020
Q4 | – | Sell |
-3,655
| Closed | -$395K | – | 73 |
|
|
2020
Q3 | $395K | Hold |
3,655
| – | – | 0.21% | 46 |
|
|
2020
Q2 | $394K | Sell |
3,655
-280
| -7% | -$30.2K | 0.22% | 45 |
|
|
2020
Q1 | $418K | Buy |
3,935
+280
| +8% | +$29.7K | 0.25% | 36 |
|
|
2019
Q4 | $390K | Buy |
3,655
+2,345
| +179% | +$250K | 0.17% | 45 |
|
|
2019
Q3 | $140K | Sell |
1,310
-17,175
| -93% | -$1.84M | 0.06% | 82 |
|
|
2019
Q2 | $1.97M | Hold |
18,485
| – | – | 0.94% | 15 |
|
|
2019
Q1 | $1.96M | Hold |
18,485
| – | – | 1.04% | 15 |
|
|
2018
Q4 | $1.95M | Buy |
+18,485
| New | +$1.95M | 1.22% | 9 |
|