WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49.9K | Sell |
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|
2024
Q3 | $154K | Buy |
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2024
Q2 | $149K | Buy |
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|
2024
Q1 | $149K | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $186K | Sell |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $207K | Buy |
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