Corient 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
Q3 | $10.4M | Sell |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $9.88M | Sell |
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|
2024
Q3 | $21.2M | Buy |
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|
2024
Q2 | $20.3M | Buy |
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|
2024
Q1 | $19M | Buy |
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|
2023
Q4 | $18.6M | Buy |
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|
2023
Q3 | $8.37M | Buy |
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|
2023
Q2 | $6.87M | Sell |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $8.01M | Buy |
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