WDG
Wealth Dimensions Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
2,035
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $215K | Hold |
2,035
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $215K | Hold |
2,035
| – | – | 0.05% | 148 |
|
|
2024
Q3 | $216K | Hold |
2,035
| – | – | 0.05% | 143 |
|
|
2024
Q2 | $213K | Hold |
2,035
| – | – | 0.06% | 136 |
|
|
2024
Q1 | $213K | Hold |
2,035
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $215K | Hold |
2,035
| – | – | 0.07% | 128 |
|
|
2023
Q3 | $209K | Sell |
2,035
-943
| -32% | -$97K | 0.08% | 126 |
|
|
2023
Q2 | $310K | Buy |
2,978
+623
| +26% | +$64.8K | 0.11% | 107 |
|
|
2023
Q1 | $247K | Hold |
2,355
| – | – | 0.1% | 115 |
|
|
2022
Q4 | $246K | Hold |
2,355
| – | – | 0.1% | 114 |
|
|
2022
Q3 | $242K | Hold |
2,355
| – | – | 0.12% | 105 |
|
|
2022
Q2 | $246K | Hold |
2,355
| – | – | 0.12% | 107 |
|
|
2022
Q1 | $246K | Hold |
2,355
| – | – | 0.11% | 120 |
|
|
2021
Q4 | $253K | Hold |
2,355
| – | – | 0.12% | 118 |
|
|
2021
Q3 | $253K | Sell |
2,355
-150
| -6% | -$16.1K | 0.16% | 106 |
|
|
2021
Q2 | $270K | Hold |
2,505
| – | – | 0.18% | 100 |
|
|
2021
Q1 | $270K | Hold |
2,505
| – | – | 0.21% | 94 |
|
|
2020
Q4 | $271K | Buy |
+2,505
| New | +$271K | 0.23% | 85 |
|