Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,052
| Closed | -$219K | – | 136 |
|
|
2019
Q4 | $219K | Buy |
2,052
+11
| +0.5% | +$1.17K | 0.09% | 138 |
|
|
2019
Q3 | $217K | Buy |
2,041
+8
| +0.4% | +$851 | 0.11% | 126 |
|
|
2019
Q2 | $217K | Buy |
2,033
+8
| +0.4% | +$854 | 0.11% | 129 |
|
|
2019
Q1 | $215K | Buy |
2,025
+5
| +0.2% | +$531 | 0.13% | 117 |
|
|
2018
Q4 | $213K | Buy |
+2,020
| New | +$213K | 0.17% | 124 |
|