Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Hold |
129
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $13.7K | Sell |
129
-6
| -4% | -$637 | ﹤0.01% | 462 |
|
|
2024
Q2 | $14.1K | Buy |
+135
| New | +$14.1K | ﹤0.01% | 446 |
|
|
2022
Q4 | – | Sell |
-459
| Closed | -$48K | – | 853 |
|
|
2022
Q3 | $48K | Hold |
459
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $48K | Hold |
459
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $48K | Hold |
459
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $49K | Hold |
459
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $49K | Hold |
459
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $49K | Buy |
459
+431
| +1,539% | +$46K | 0.01% | 267 |
|
|
2021
Q1 | $49 | Sell |
28
-1,458
| -98% | -$2.55K | 0.01% | 272 |
|
|
2020
Q4 | $161K | Buy |
1,486
+777
| +110% | +$84.2K | 0.05% | 128 |
|
|
2020
Q3 | $161K | Sell |
709
-709
| -50% | -$161K | 0.06% | 124 |
|
|
2020
Q2 | $151K | Hold |
1,418
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $151K | Buy |
1,418
+709
| +100% | +$75.5K | 0.07% | 121 |
|
|
2019
Q4 | $76K | Buy |
+709
| New | +$76K | 0.03% | 209 |
|