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SkyOak Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

SkyOak Wealth’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,875
Closed -$203K – 251
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 +$201K 0.07% 218
2020
Q1 		– Sell
-1,876
Closed -$200K – 286
2019
Q4 		$200K Buy
+1,876
New +$200K 0.06% 294

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