Chesley Taft & Associates’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 | $6.36M | Sell |
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|
2025
Q2 | $6.92M | Buy |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $5.3M | Buy |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q2 | $4.09M | Buy |
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|
2024
Q1 | $3.66M | Buy |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.97M | Buy |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.47M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $832K | Hold |
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|
2020
Q2 | $830K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $588K | Buy |
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|
2018
Q4 | $416K | Buy |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $320K | Buy |
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|
2017
Q4 | $255K | Sell |
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|
2017
Q3 | $273K | Buy |
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $250K | Buy |
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|
2016
Q4 | $223K | Sell |
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|
2016
Q3 | $228K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $228K | Buy |
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