Pillar Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,753
| Closed | -$393K | – | 70 |
|
|
2024
Q1 | $393K | Hold |
3,753
| – | – | 0.3% | 55 |
|
|
2023
Q4 | $396K | Buy |
3,753
+1,688
| +82% | +$178K | 0.3% | 55 |
|
|
2023
Q3 | $212K | Sell |
2,065
-193
| -9% | -$19.9K | 0.18% | 63 |
|
|
2023
Q2 | $235K | Hold |
2,258
| – | – | 0.2% | 60 |
|
|
2023
Q1 | $236K | Sell |
2,258
-1,252
| -36% | -$131K | 0.24% | 59 |
|
|
2022
Q4 | $366K | Sell |
3,510
-19,990
| -85% | -$2.08M | 0.35% | 47 |
|
|
2022
Q3 | $2.41M | Hold |
23,500
| – | – | 2.4% | 8 |
|
|
2022
Q2 | $2.46M | Hold |
23,500
| – | – | 2.5% | 8 |
|
|
2022
Q1 | $2.46M | Hold |
23,500
| – | – | 2.37% | 7 |
|
|
2021
Q4 | $2.52M | Buy |
+23,500
| New | +$2.52M | 2.4% | 7 |
|