Altus Wealth Group’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
Q1
Sell
2023
Q4
$1.57M Sell
2023
Q3
$1.54M Buy
2022
Q4
Sell
2022
Q3
$240K Hold
2022
Q2
$240K Buy
2021
Q4
Sell
2021
Q3
$240K Buy
2021
Q2
$208K Sell
2021
Q1
$225K Sell
2020
Q4
$401K Buy