Essential Planning’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
Q2 | $281K | Hold |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $17.9M | Buy |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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