RSWM
Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+2,591
| New | +$276K | 0.01% | 468 |
|
|
2023
Q3 | – | Sell |
-7,400
| Closed | -$770K | – | 471 |
|
|
2023
Q2 | $770K | Buy |
7,400
+352
| +5% | +$36.6K | 0.05% | 219 |
|
|
2023
Q1 | $738K | Buy |
7,048
+35
| +0.5% | +$3.66K | 0.06% | 239 |
|
|
2022
Q4 | $731K | Sell |
7,013
-36,370
| -84% | -$3.79M | 0.07% | 207 |
|
|
2022
Q3 | $4.45M | Sell |
43,383
-4,377
| -9% | -$449K | 0.46% | 41 |
|
|
2022
Q2 | $5M | Buy |
47,760
+5,448
| +13% | +$570K | 0.47% | 41 |
|
|
2022
Q1 | $4.43M | Buy |
42,312
+40,190
| +1,894% | +$4.2M | 0.37% | 54 |
|
|
2021
Q4 | $227K | Buy |
2,122
+20
| +1% | +$2.14K | 0.02% | 364 |
|
|
2021
Q3 | $226K | Sell |
2,102
-46
| -2% | -$4.95K | 0.03% | 289 |
|
|
2021
Q2 | $231K | Buy |
2,148
+46
| +2% | +$4.95K | 0.03% | 302 |
|
|
2021
Q1 | $226K | Hold |
2,102
| – | – | 0.04% | 271 |
|
|
2020
Q4 | $227K | Hold |
2,102
| – | – | 0.05% | 221 |
|
|
2020
Q3 | $227K | Buy |
+2,102
| New | +$227K | 0.06% | 212 |
|