Baldwin Wealth Partners’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
Q4 | $282K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $19K | Buy |
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