TA
Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-126,139
| Closed | -$13.1M | – | 284 |
|
|
2023
Q2 | $13.1M | Sell |
126,139
-11,861
| -9% | -$1.23M | 0.56% | 23 |
|
|
2023
Q1 | $14.4M | Buy |
+138,000
| New | +$14.4M | 0.66% | 24 |
|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$265K | – | 407 |
|
|
2019
Q1 | $265K | Hold |
2,500
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $264K | Buy |
+2,500
| New | +$264K | 0.01% | 357 |
|