Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,655
| Closed | -$1.2M | – | 86 |
|
|
2023
Q3 | $1.2M | Sell |
11,655
-292
| -2% | -$30K | 1.13% | 20 |
|
|
2023
Q2 | $1.24M | Sell |
11,947
-5,851
| -33% | -$609K | 1.14% | 19 |
|
|
2023
Q1 | $1.86M | Sell |
17,798
-1,967
| -10% | -$206K | 1.75% | 14 |
|
|
2022
Q4 | $2.06M | Buy |
19,765
+669
| +4% | +$69.8K | 2.06% | 12 |
|
|
2022
Q3 | $1.96M | Buy |
19,096
+13,647
| +250% | +$1.4M | 2.24% | 11 |
|
|
2022
Q2 | $570K | Buy |
+5,449
| New | +$570K | 0.64% | 29 |
|