Baker Avenue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $374K | Hold |
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|
2025
Q3 | $374K | Hold |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $542K | Hold |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $463K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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