Bernardo Wealth Planning’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
Q2 | $413K | Sell |
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2025
Q1 | $450K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $609K | Buy |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $610K | Sell |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $706K | Sell |
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|
2019
Q4 | $878K | Buy |
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|
2019
Q3 | $871K | Sell |
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|
2019
Q2 | $967K | Buy |
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|
2019
Q1 | $926K | Buy |
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|
2018
Q4 | $890K | Buy |
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