WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $160K | Buy |
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|
2016
Q4 | $131K | Buy |
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|
2016
Q3 | $11K | Sell |
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|
2016
Q2 | $64K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13K | Sell |
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|
2014
Q3 | $28K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $28K | Sell |
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|
2013
Q4 | $122K | Buy |
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|
2013
Q3 | $109K | Buy |
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|
2013
Q2 | $47K | Buy |
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