WealthPLAN Partners’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 |
-1,769
| Closed | -$184K | – | 1063 |
|
|
2023
Q2 | $184K | Sell |
1,769
-185
| -9% | -$19.2K | 0.03% | 305 |
|
|
2023
Q1 | $205K | Sell |
1,954
-587
| -23% | -$61.4K | 0.02% | 302 |
|
|
2022
Q4 | $265K | Buy |
+2,541
| New | +$265K | 0.02% | 334 |
|
|
2022
Q1 | $290K | Sell |
2,800
-620
| -18% | -$64.2K | 0.02% | 320 |
|
|
2021
Q4 | $363K | Hold |
3,420
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $367K | Hold |
3,420
| – | – | 0.02% | 290 |
|
|
2021
Q2 | $369K | Sell |
3,420
-1,028
| -23% | -$111K | 0.03% | 266 |
|
|
2021
Q1 | $479K | Buy |
4,448
+259
| +6% | +$27.9K | 0.04% | 232 |
|
|
2020
Q4 | $453K | Hold |
4,189
| – | – | 0.04% | 227 |
|
|
2020
Q3 | $452K | Hold |
4,189
| – | – | 0.04% | 207 |
|
|
2020
Q2 | $454K | Buy |
+4,189
| New | +$454K | 0.05% | 195 |
|