WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49.9K | Sell |
473
-979
| -67% | -$103K | 0.02% | 325 |
|
|
2024
Q3 | $154K | Buy |
1,452
+31
| +2% | +$3.29K | 0.04% | 217 |
|
|
2024
Q2 | $149K | Buy |
1,421
+1
| +0.1% | +$105 | 0.05% | 209 |
|
|
2024
Q1 | $149K | Sell |
1,420
-664
| -32% | -$69.5K | 0.05% | 212 |
|
|
2023
Q4 | $220K | Sell |
2,084
-375
| -15% | -$39.5K | 0.08% | 169 |
|
|
2023
Q3 | $253K | Sell |
2,459
-66
| -3% | -$6.79K | 0.1% | 147 |
|
|
2023
Q2 | $263K | Sell |
2,525
-6
| -0.2% | -$624 | 0.1% | 144 |
|
|
2023
Q1 | $265K | Sell |
2,531
-78
| -3% | -$8.17K | 0.11% | 130 |
|
|
2022
Q4 | $272K | Buy |
2,609
+802
| +44% | +$83.6K | 0.17% | 92 |
|
|
2022
Q3 | $186K | Sell |
1,807
-145
| -7% | -$14.9K | 0.13% | 106 |
|
|
2022
Q2 | $204K | Sell |
1,952
-23
| -1% | -$2.41K | 0.13% | 101 |
|
|
2022
Q1 | $207K | Buy |
+1,975
| New | +$207K | 0.12% | 105 |
|