SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,410
| Closed | -$252K | – | 131 |
|
|
2024
Q1 | $252K | Sell |
2,410
-53
| -2% | -$5.55K | 0.01% | 121 |
|
|
2023
Q4 | $260K | Sell |
2,463
-2,444
| -50% | -$258K | 0.01% | 114 |
|
|
2023
Q3 | $505K | Buy |
4,907
+435
| +10% | +$44.7K | 0.02% | 101 |
|
|
2023
Q2 | $465K | Buy |
4,472
+657
| +17% | +$68.3K | 0.02% | 98 |
|
|
2023
Q1 | $399K | Sell |
3,815
-1,804
| -32% | -$189K | 0.02% | 91 |
|
|
2022
Q4 | $535K | Sell |
5,619
-14
| -0.2% | -$1.33K | 0.03% | 94 |
|
|
2022
Q3 | $540K | Buy |
5,633
+2,198
| +64% | +$211K | 0.03% | 86 |
|
|
2022
Q2 | $365K | Buy |
3,435
+622
| +22% | +$66.1K | 0.02% | 88 |
|
|
2022
Q1 | $291K | Buy |
+2,813
| New | +$291K | 0.01% | 85 |
|