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TL
TrueWealth LLC’s
iShares Short-Term National Muni Bond ETF
SUB
Stock Holding History
TrueWealth LLC’s Portfolio
SUB Stock Details
SUB Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
$974K
Buy
2020
Q1
$778K
Buy
2019
Q4
$760K
Hold
2019
Q3
$758K
Buy
2019
Q2
$754K
Hold
2019
Q1
$751K
Sell
2018
Q4
$854K
Buy
2018
Q3
$848K
Buy
2018
Q2
$850K
Buy
2018
Q1
$848K
Buy
2017
Q4
$848K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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