Stillwater Capital Advisors’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
Q4 | – | Sell |
-7,980
| Closed | -$858K | – | 77 |
|
|
2021
Q3 | $858K | Sell |
7,980
-1,390
| -15% | -$149K | 0.14% | 52 |
|
|
2021
Q2 | $1.01M | Hold |
9,370
| – | – | 0.17% | 51 |
|
|
2021
Q1 | $1.01M | Hold |
9,370
| – | – | 0.18% | 52 |
|
|
2020
Q4 | $1.01M | Hold |
9,370
| – | – | 0.19% | 49 |
|
|
2020
Q3 | $1.01M | Hold |
9,370
| – | – | 0.22% | 46 |
|
|
2020
Q2 | $1.01M | Hold |
9,370
| – | – | 0.24% | 44 |
|
|
2020
Q1 | $996K | Hold |
9,370
| – | – | 0.29% | 44 |
|
|
2019
Q4 | $1M | Buy |
+9,370
| New | +$1M | 0.23% | 50 |
|