AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
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2025
Q1 | $334K | Sell |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $3.37M | Buy |
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