Everett Harris & Co’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 | $320K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $216K | Buy |
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