Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Sell |
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|
2017
Q2 | $798K | Sell |
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|
2017
Q1 | $4.32M | Sell |
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|
2016
Q4 | $7.71M | Buy |
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|
2016
Q3 | $703K | Hold |
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|
2016
Q2 | $705K | Hold |
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|
2016
Q1 | $704K | Hold |
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|
2015
Q4 | $703K | Buy |
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|
2015
Q3 | $698K | Hold |
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|
2015
Q2 | $696K | Hold |
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|
2015
Q1 | $698K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $350K | Buy |
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