Washington Trust Advisors’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
Q3 | – | Sell |
-800
| Closed | -$83.2K | – | 687 |
|
2023
Q2 | $83.2K | Sell |
800
-145
| -15% | -$15.1K | 0.01% | 253 |
|
2023
Q1 | $98.9K | Hold |
945
| – | – | 0.01% | 246 |
|
2022
Q4 | $98.5K | Hold |
945
| – | – | 0.01% | 252 |
|
2022
Q3 | $97K | Hold |
945
| – | – | 0.01% | 283 |
|
2022
Q2 | $99K | Hold |
945
| – | – | 0.01% | 292 |
|
2022
Q1 | $99K | Hold |
945
| – | – | 0.01% | 338 |
|
2021
Q4 | $101K | Buy |
+945
| New | +$101K | 0.01% | 365 |
|