WealthSource Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.63M | Buy |
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|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $3.82M | Sell |
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|
2023
Q1 | $4.25M | Sell |
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|
2022
Q4 | $5.26M | Buy |
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|
2022
Q3 | $5.11M | Sell |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $8.98M | Buy |
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|
2021
Q4 | $8M | Buy |
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|
2021
Q3 | $4.66M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $3.03M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $532K | Buy |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $377K | Buy |
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|
2018
Q4 | $316K | Hold |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $400K | Buy |
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