Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,567
| Closed | -$264K | – | 775 |
|
|
2022
Q3 | $264K | Sell |
2,567
-288
| -10% | -$29.6K | 0.02% | 666 |
|
|
2022
Q2 | $300K | Sell |
2,855
-930
| -25% | -$97.7K | 0.02% | 614 |
|
|
2022
Q1 | $395K | Buy |
3,785
+1,375
| +57% | +$143K | 0.02% | 597 |
|
|
2021
Q4 | $260K | Buy |
+2,410
| New | +$260K | 0.03% | 511 |
|
|
2020
Q4 | – | Sell |
-2,967
| Closed | -$321K | – | 487 |
|
|
2020
Q3 | $321K | Hold |
2,967
| – | – | 0.05% | 324 |
|
|
2020
Q2 | $320K | Sell |
2,967
-7
| -0.2% | -$755 | 0.06% | 303 |
|
|
2020
Q1 | $317K | Buy |
+2,974
| New | +$317K | 0.07% | 257 |
|