Allen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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2022
Q2 | $380K | Sell |
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|
2022
Q1 | $4.83M | Sell |
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|
2021
Q4 | $8.16M | Hold |
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|
2021
Q3 | $8.17M | Buy |
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|
2021
Q2 | $8.17M | Hold |
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|
2021
Q1 | $8.17M | Hold |
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|
2020
Q4 | $8.19M | Hold |
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|
2020
Q3 | $8.19M | Hold |
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|
2020
Q2 | $8.17M | Buy |
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|
2020
Q1 | $4.91M | Buy |
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|
2019
Q4 | $4.93M | Buy |
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|
2019
Q3 | $4.54M | Buy |
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|
2019
Q2 | $3.76M | Hold |
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|
2019
Q1 | $3.75M | Hold |
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|
2018
Q4 | $3.72M | Buy |
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|
2018
Q3 | $1.83M | Hold |
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|
2018
Q2 | $1.84M | Buy |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.75M | Buy |
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|
2017
Q2 | $1.68M | Hold |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $1.65M | Sell |
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|
2016
Q3 | $3.94M | Hold |
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|
2016
Q2 | $3.96M | Hold |
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|
2016
Q1 | $3.95M | Hold |
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|
2015
Q4 | $3.94M | Hold |
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|
2015
Q3 | $3.94M | Sell |
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|
2015
Q2 | $4.93M | Hold |
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|
2015
Q1 | $4.94M | Hold |
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|
2014
Q4 | $4.95M | Hold |
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|
2014
Q3 | $4.96M | Buy |
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|
2014
Q2 | $3.7M | Buy |
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