SkyOak Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,875
| Closed | -$203K | – | 249 |
|
2020
Q4 | $203K | Hold |
1,875
| – | – | 0.06% | 203 |
|
2020
Q3 | $203K | Hold |
1,875
| – | – | 0.07% | 186 |
|
2020
Q2 | $202K | Buy |
+1,875
| New | +$202K | 0.07% | 218 |
|
2020
Q1 | – | Sell |
-1,876
| Closed | -$200K | – | 284 |
|
2019
Q4 | $200K | Buy |
+1,876
| New | +$200K | 0.06% | 294 |
|