WFWM
Wechter Feldman Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,523
| Closed | -$273K | – | 26 |
|
|
2020
Q4 | $273K | Hold |
2,523
| – | – | 0.2% | 22 |
|
|
2020
Q3 | $273K | Hold |
2,523
| – | – | 0.21% | 21 |
|
|
2020
Q2 | $272K | Sell |
2,523
-672
| -21% | -$72.4K | 0.25% | 21 |
|
|
2020
Q1 | $340K | Sell |
3,195
-96
| -3% | -$10.2K | 0.83% | 16 |
|
|
2019
Q4 | $351K | Hold |
3,291
| – | – | 0.23% | 24 |
|
|
2019
Q3 | $351K | Hold |
3,291
| – | – | 0.22% | 26 |
|
|
2019
Q2 | $351K | Sell |
3,291
-1,337
| -29% | -$143K | 0.23% | 25 |
|
|
2019
Q1 | $491K | Sell |
4,628
-1,515
| -25% | -$161K | 0.32% | 24 |
|
|
2018
Q4 | $647K | Sell |
6,143
-7,495
| -55% | -$789K | 0.62% | 19 |
|
|
2018
Q3 | $1.43M | Hold |
13,638
| – | – | 0.87% | 18 |
|
|
2018
Q2 | $1.43M | Sell |
13,638
-741
| -5% | -$77.8K | 0.99% | 15 |
|
|
2018
Q1 | $1.51M | Sell |
14,379
-2,673
| -16% | -$280K | 1.07% | 16 |
|
|
2017
Q4 | $1.79M | Buy |
+17,052
| New | +$1.79M | 1.25% | 15 |
|