Edgemoor Investment Advisors’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
$849K Sell
2025
Q2
$941K Buy
2025
Q1
$315K Sell
2024
Q4
$505K Buy
2024
Q3
$275K Hold
2024
Q2
$270K Buy
2023
Q4
Sell
2023
Q3
$337K Sell
2023
Q2
$404K Sell
2023
Q1
$447K Sell
2022
Q4
$495K Hold
2022
Q3
$488K Buy