Destination 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 | $1.55M | Buy |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $893K | Buy |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $587K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $374K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $534K | Sell |
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|
2020
Q3 | $595K | Buy |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $108K | Sell |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $120K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $213K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $12.4M | Hold |
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|
2015
Q4 | $12.4M | Sell |
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|
2015
Q3 | $17M | Sell |
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|
2015
Q2 | $18.2M | Buy |
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|
2015
Q1 | $16.3M | Sell |
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|
2014
Q4 | $16.5M | Sell |
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|
2014
Q3 | $16.6M | Buy |
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|
2014
Q2 | $15.8M | Buy |
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|
2014
Q1 | $15.5M | Buy |
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|
2013
Q4 | $15.2M | Buy |
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|
2013
Q3 | $14.5M | Sell |
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|
2013
Q2 | $14.4M | Buy |
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