TPCW
TD Private Client Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.36M | Buy |
88,007
+20,200
| +30% | +$2.15M | 0.23% | 69 |
|
|
2025
Q1 | $7.16M | Buy |
67,807
+17,636
| +35% | +$1.86M | 0.2% | 82 |
|
|
2024
Q4 | $5.29M | Buy |
50,171
+18,177
| +57% | +$1.92M | 0.15% | 101 |
|
|
2024
Q3 | $3.4M | Buy |
31,994
+2,458
| +8% | +$261K | 0.1% | 161 |
|
|
2024
Q2 | $3.09M | Buy |
29,536
+2,879
| +11% | +$301K | 0.1% | 151 |
|
|
2024
Q1 | $2.79M | Buy |
26,657
+3,865
| +17% | +$405K | 0.09% | 172 |
|
|
2023
Q4 | $2.4M | Buy |
22,792
+8,616
| +61% | +$908K | 0.09% | 188 |
|
|
2023
Q3 | $1.46M | Buy |
14,176
+1,075
| +8% | +$111K | 0.06% | 259 |
|
|
2023
Q2 | $1.36M | Buy |
13,101
+1,098
| +9% | +$114K | 0.06% | 285 |
|
|
2023
Q1 | $1.26M | Sell |
12,003
-17,119
| -59% | -$1.79M | 0.06% | 288 |
|
|
2022
Q4 | $3.04M | Buy |
29,122
+11,271
| +63% | +$1.18M | 0.14% | 150 |
|
|
2022
Q3 | $1.83M | Buy |
17,851
+1,346
| +8% | +$138K | 0.09% | 220 |
|
|
2022
Q2 | $1.73M | Sell |
16,505
-2,668
| -14% | -$279K | 0.08% | 231 |
|
|
2022
Q1 | $2.01M | Sell |
19,173
-2,798
| -13% | -$293K | 0.09% | 235 |
|
|
2021
Q4 | $2.36M | Buy |
21,971
+13,100
| +148% | +$1.41M | 0.1% | 211 |
|
|
2021
Q3 | $954K | Sell |
8,871
-252
| -3% | -$27.1K | 0.04% | 333 |
|
|
2021
Q2 | $984K | Buy |
9,123
+2,095
| +30% | +$226K | 0.04% | 329 |
|
|
2021
Q1 | $758K | Buy |
7,028
+6,925
| +6,723% | +$747K | 0.04% | 343 |
|
|
2020
Q4 | $11.1K | Buy |
103
+5
| +5% | +$541 | ﹤0.01% | 828 |
|
|
2020
Q3 | $10.6K | Sell |
98
-2,775
| -97% | -$300K | ﹤0.01% | 792 |
|
|
2020
Q2 | $310K | Buy |
+2,873
| New | +$310K | 0.02% | 407 |
|