Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $216K | Sell |
1,994
-150
| -7% | -$16.2K | 0.01% | 430 |
|
|
2020
Q2 | $231K | Buy |
+2,144
| New | +$231K | 0.02% | 390 |
|
|
2019
Q1 | – | Sell |
-159
| Closed | -$17K | – | 2590 |
|
|
2018
Q4 | $17K | Buy |
159
+1
| +0.6% | +$107 | ﹤0.01% | 1278 |
|
|
2018
Q3 | $17K | Buy |
158
+1
| +0.6% | +$108 | ﹤0.01% | 1370 |
|
|
2018
Q2 | $17K | Hold |
157
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q1 | $16K | Hold |
157
| – | – | ﹤0.01% | 1378 |
|
|
2017
Q4 | $16K | Buy |
157
+1
| +0.6% | +$102 | ﹤0.01% | 1410 |
|
|
2017
Q3 | $17K | Hold |
156
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q2 | $16K | Buy |
+156
| New | +$16K | ﹤0.01% | 1349 |
|