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
2025
Q3
$374K Hold
2025
Q2
$373K Sell
2025
Q1
$542K Hold
2024
Q4
$542K Buy
2024
Q3
$487K Buy
2024
Q2
$463K Hold
2024
Q1
$463K Hold
2023
Q4
$466K Hold
2023
Q3
$455K Hold
2023
Q2
$460K Hold
2023
Q1
$463K Sell
2022
Q4
$1.91M Buy
2022
Q3
$1.19M Buy
2022
Q2
$1.11M Buy