Brandywine Oak Private Wealth’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 | $15.2M | Sell |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $14.8M | Buy |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $7.43M | Buy |
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|
2021
Q3 | $5.88M | Buy |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $4.09M | Buy |
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|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $3.83M | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $3.74M | Buy |
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|
2019
Q4 | $3.75M | Buy |
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|
2019
Q3 | $3.74M | Buy |
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|
2019
Q2 | $3.68M | Buy |
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|
2019
Q1 | $3.55M | Buy |
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|
2018
Q4 | $3.58M | Buy |
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