Wipfli Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $521K | Buy |
+5,072
| New | +$521K | 0.04% | 214 |
|
|
2022
Q2 | – | Sell |
-2,120
| Closed | -$222K | – | 101 |
|
|
2022
Q1 | $222K | Hold |
2,120
| – | – | 0.02% | 93 |
|
|
2021
Q4 | $228K | Hold |
2,120
| – | – | 0.03% | 45 |
|
|
2021
Q3 | $228K | Hold |
2,120
| – | – | 0.03% | 41 |
|
|
2021
Q2 | $229K | Buy |
+2,120
| New | +$229K | 0.03% | 41 |
|