Bartlett & Co Wealth 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 | $393K | Buy |
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|
2025
Q2 | $147K | Hold |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $229K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $61.7K | Hold |
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|
2023
Q2 | $62.4K | Hold |
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|
2023
Q1 | $62.8K | Hold |
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|
2022
Q4 | $62.6K | Hold |
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|
2022
Q3 | $61.6K | Hold |
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|
2022
Q2 | $62.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $50.1K | Hold |
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|
2021
Q2 | $50.2K | Hold |
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|
2021
Q1 | $50.2K | Hold |
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|
2020
Q4 | $50.4K | Hold |
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|
2020
Q3 | $50.4K | Hold |
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|
2020
Q2 | $50.3K | Hold |
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|
2020
Q1 | $49.5K | Hold |
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|
2019
Q4 | $49.8K | Hold |
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|
2019
Q3 | $49.6K | Buy |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $38.8K | Hold |
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|
2018
Q4 | $38.6K | Buy |
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