West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-106
| Closed | -$10.9K | – | 465 |
|
|
2023
Q3 | $10.9K | Hold |
106
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $11K | Buy |
106
+1
| +1% | +$104 | 0.01% | 274 |
|
|
2023
Q1 | $11K | Hold |
105
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $11K | Hold |
105
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $11K | Hold |
105
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $11K | Buy |
105
+1
| +1% | +$105 | 0.01% | 274 |
|
|
2022
Q1 | $11K | Hold |
104
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $11K | Hold |
104
| – | – | ﹤0.01% | 321 |
|
|
2021
Q3 | $11K | Hold |
104
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $11K | Buy |
+104
| New | +$11K | 0.01% | 319 |
|