Bartlett & Co Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Hold |
1,380
| – | – | ﹤0.01% | 484 |
|
|
2025
Q1 | $146K | Sell |
1,380
-790
| -36% | -$83.4K | ﹤0.01% | 484 |
|
|
2024
Q4 | $229K | Buy |
+2,170
| New | +$229K | ﹤0.01% | 422 |
|
|
2023
Q4 | – | Sell |
-600
| Closed | -$61.7K | – | 1270 |
|
|
2023
Q3 | $61.7K | Hold |
600
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $62.4K | Hold |
600
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $62.8K | Hold |
600
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $62.6K | Hold |
600
| – | – | ﹤0.01% | 547 |
|
|
2022
Q3 | $61.6K | Hold |
600
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $62.8K | Buy |
+600
| New | +$62.8K | ﹤0.01% | 538 |
|
|
2021
Q4 | – | Sell |
-466
| Closed | -$50.1K | – | 829 |
|
|
2021
Q3 | $50.1K | Hold |
466
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $50.2K | Hold |
466
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $50.2K | Hold |
466
| – | – | ﹤0.01% | 536 |
|
|
2020
Q4 | $50.4K | Hold |
466
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $50.4K | Hold |
466
| – | – | ﹤0.01% | 497 |
|
|
2020
Q2 | $50.3K | Hold |
466
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $49.5K | Hold |
466
| – | – | ﹤0.01% | 460 |
|
|
2019
Q4 | $49.8K | Hold |
466
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $49.6K | Buy |
466
+100
| +27% | +$10.7K | ﹤0.01% | 531 |
|
|
2019
Q2 | $39K | Hold |
366
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $38.8K | Hold |
366
| – | – | ﹤0.01% | 455 |
|
|
2018
Q4 | $38.6K | Buy |
+366
| New | +$38.6K | ﹤0.01% | 442 |
|