Alera Investment Advisors’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
Q3 | $14.9M | Sell |
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2024
Q2 | $15M | Buy |
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2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $3.75M | Sell |
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|
2022
Q4 | $7.81M | Sell |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $2.04M | Sell |
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|
2020
Q3 | $2.34M | Sell |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $2.49M | Buy |
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|
2019
Q4 | $2.39M | Buy |
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|
2019
Q3 | $2.23M | Sell |
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|
2019
Q2 | $2.23M | Sell |
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|
2019
Q1 | $2.22M | Buy |
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|
2018
Q4 | $2.08M | Buy |
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