Towerpoint Wealth’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 | – | Sell |
-3,343
| Closed | -$355K | – | 87 |
|
|
2024
Q3 | $355K | Sell |
3,343
-572
| -15% | -$60.7K | 0.17% | 62 |
|
|
2024
Q2 | $409K | Sell |
3,915
-624
| -14% | -$65.2K | 0.2% | 56 |
|
|
2024
Q1 | $475K | Sell |
4,539
-2,458
| -35% | -$257K | 0.24% | 51 |
|
|
2023
Q4 | $738K | Sell |
6,997
-892
| -11% | -$94K | 0.4% | 39 |
|
|
2023
Q3 | $811K | Sell |
7,889
-676
| -8% | -$69.5K | 0.48% | 36 |
|
|
2023
Q2 | $891K | Sell |
8,565
-950
| -10% | -$98.8K | 0.5% | 33 |
|
|
2023
Q1 | $996K | Sell |
9,515
-460
| -5% | -$48.2K | 0.57% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
+9,975
| New | +$1.04M | 0.6% | 31 |
|