Donaldson Capital 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 | $566K | Hold |
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|
2025
Q2 | $563K | Sell |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $306K | Buy |
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