WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $232K | Buy |
2,189
+678
| +45% | +$71.9K | 0.05% | 336 |
|
|
2017
Q1 | $160K | Buy |
1,511
+269
| +22% | +$28.5K | 0.04% | 378 |
|
|
2016
Q4 | $131K | Buy |
1,242
+1,142
| +1,142% | +$120K | 0.03% | 465 |
|
|
2016
Q3 | $11K | Sell |
100
-501
| -83% | -$55.1K | ﹤0.01% | 1097 |
|
|
2016
Q2 | $64K | Buy |
+601
| New | +$64K | 0.02% | 626 |
|
|
2015
Q1 | – | Sell |
-118
| Closed | -$13K | – | 2050 |
|
|
2014
Q4 | $13K | Sell |
118
-145
| -55% | -$16K | ﹤0.01% | 1366 |
|
|
2014
Q3 | $28K | Hold |
263
| – | – | 0.01% | 1148 |
|
|
2014
Q2 | $28K | Hold |
263
| – | – | 0.01% | 1136 |
|
|
2014
Q1 | $28K | Sell |
263
-881
| -77% | -$93.8K | 0.01% | 1126 |
|
|
2013
Q4 | $122K | Buy |
1,144
+119
| +12% | +$12.7K | 0.02% | 671 |
|
|
2013
Q3 | $109K | Buy |
1,025
+577
| +129% | +$61.4K | 0.02% | 677 |
|
|
2013
Q2 | $47K | Buy |
+448
| New | +$47K | 0.01% | 908 |
|