Wechter Feldman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $351K | Hold |
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|
2019
Q2 | $351K | Sell |
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|
2019
Q1 | $491K | Sell |
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|
2018
Q4 | $647K | Sell |
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|
2018
Q3 | $1.43M | Hold |
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|
2018
Q2 | $1.43M | Sell |
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|
2018
Q1 | $1.51M | Sell |
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|
2017
Q4 | $1.79M | Buy |
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