Sugarloaf Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Hold |
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|
2024
Q3 | $13.7K | Sell |
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|
2024
Q2 | $14.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $49K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $49K | Buy |
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|
2021
Q1 | $49 | Sell |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $161K | Sell |
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|
2020
Q2 | $151K | Hold |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q4 | $76K | Buy |
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