Chesapeake 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 | $561K | Buy |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $523K | Hold |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $604K | Hold |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $638K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $378K | Buy |
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