Cape Cod Five Cents Savings Bank’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 | $357K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $357K | Hold |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $813K | Hold |
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|
2023
Q4 | $818K | Sell |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $778K | Hold |
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|
2023
Q1 | $783K | Sell |
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|
2022
Q4 | $816K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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