Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $141K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $140K | Sell |
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|
2019
Q2 | $1.97M | Hold |
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|
2019
Q1 | $1.96M | Hold |
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|
2018
Q4 | $1.95M | Buy |
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