Agate Pass Investment 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
Q3 | $282K | Sell |
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|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $215K | Buy |
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