Evensky & Katz’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 | $1.87M | Sell |
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|
2025
Q2 | $2.06M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.89M | Sell |
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $4.52M | Buy |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $37K | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $37K | Buy |
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