RWA 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
Q4 | – | Sell |
-23,196
| Closed | -$2.38M | – | 272 |
|
|
2022
Q3 | $2.38M | Buy |
23,196
+3,835
| +20% | +$394K | 0.17% | 86 |
|
|
2022
Q2 | $2.03M | Buy |
+19,361
| New | +$2.03M | 0.14% | 93 |
|
|
2020
Q3 | – | Sell |
-4,315
| Closed | -$465K | – | 231 |
|
|
2020
Q2 | $465K | Hold |
4,315
| – | – | 0.06% | 150 |
|
|
2020
Q1 | $459K | Buy |
+4,315
| New | +$459K | 0.07% | 140 |
|
|
2017
Q3 | – | Sell |
-2,181
| Closed | -$231K | – | 243 |
|
|
2017
Q2 | $231K | Buy |
+2,181
| New | +$231K | 0.03% | 173 |
|