Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $22.6M | Sell |
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|
2023
Q4 | $23.5M | Buy |
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|
2023
Q3 | $21.9M | Buy |
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|
2023
Q2 | $21.5M | Sell |
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|
2023
Q1 | $22.9M | Hold |
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|
2022
Q4 | $22.9M | Sell |
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|
2022
Q3 | $26.5M | Sell |
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|
2022
Q2 | $30.6M | Sell |
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|
2022
Q1 | $32.8M | Buy |
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|
2021
Q4 | $27.1M | Buy |
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|
2021
Q3 | $20.3M | Buy |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $8.85M | Buy |
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|
2020
Q3 | $6.7M | Buy |
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|
2020
Q2 | $4.03M | Buy |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $2.48M | Buy |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $2.26M | Sell |
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|
2018
Q3 | $2.75M | Sell |
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|
2018
Q2 | $2.91M | Buy |
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|
2018
Q1 | $2.81M | Buy |
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|
2017
Q4 | $2.37M | Buy |
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.57M | Sell |
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|
2017
Q1 | $1.64M | Buy |
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|
2016
Q4 | $888K | Sell |
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|
2016
Q3 | $908K | Buy |
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|
2016
Q2 | $849K | Sell |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $754K | Sell |
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|
2015
Q3 | $957K | Buy |
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|
2015
Q2 | $842K | Buy |
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|
2015
Q1 | $673K | Buy |
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|
2014
Q4 | $412K | Buy |
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|
2014
Q3 | $293K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $280K | Buy |
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|
2013
Q3 | $212K | Buy |
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|
2013
Q2 | $207K | Buy |
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