Fragasso Financial 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 | $941K | Hold |
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2025
Q2 | $938K | Hold |
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2025
Q1 | $931K | Hold |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $936K | Sell |
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|
2024
Q2 | $922K | Sell |
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|
2024
Q1 | $989K | Sell |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $2.98M | Sell |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $3.6M | Sell |
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|
2020
Q2 | $3.8M | Sell |
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|
2020
Q1 | $8.69M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $514K | Hold |
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|
2018
Q1 | $513K | Hold |
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|
2017
Q4 | $513K | Sell |
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|
2017
Q3 | $2.3M | Sell |
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|
2017
Q2 | $2.74M | Buy |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $2.84M | Buy |
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