TrueWealth LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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