SWM
Seed 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,095
| Closed | -$524K | – | 155 |
|
|
2023
Q3 | $524K | Sell |
5,095
-3,900
| -43% | -$401K | 0.59% | 48 |
|
|
2023
Q2 | $936K | Sell |
8,995
-3,890
| -30% | -$405K | 0.99% | 27 |
|
|
2023
Q1 | $1.35M | Sell |
12,885
-2,950
| -19% | -$309K | 1.53% | 14 |
|
|
2022
Q4 | $1.65M | Buy |
+15,835
| New | +$1.65M | 1.89% | 12 |
|