Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,311
| Closed | -$660K | – | 92 |
|
|
2024
Q2 | $660K | Hold |
6,311
| – | – | 0.07% | 47 |
|
|
2024
Q1 | $661K | Sell |
6,311
-912
| -13% | -$95.5K | 0.07% | 44 |
|
|
2023
Q4 | $762K | Buy |
+7,223
| New | +$762K | 0.09% | 42 |
|
|
2023
Q1 | – | Sell |
-5,353
| Closed | -$558K | – | 77 |
|
|
2022
Q4 | $558K | Buy |
+5,353
| New | +$558K | 0.07% | 43 |
|
|
2014
Q4 | – | Sell |
-120
| Closed | -$13K | – | 253 |
|
|
2014
Q3 | $13K | Buy |
+120
| New | +$13K | ﹤0.01% | 133 |
|