Wealthspire Advisors (Maryland)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$216K	Sell
2020 Q2	$231K	Buy
2019 Q1	–	Sell
2018 Q4	$17K	Buy
2018 Q3	$17K	Buy
2018 Q2	$17K	Hold
2018 Q1	$16K	Hold
2017 Q4	$16K	Buy
2017 Q3	$17K	Hold
2017 Q2	$16K	Buy