Frank Rimerman 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $213K | Hold |
|
|||||
|
2024
Q3 | $215K | Hold |
|
|||||
|
2024
Q2 | $212K | Sell |
|
|||||
|
2024
Q1 | $1.51M | Hold |
|
|||||
|
2023
Q4 | $1.52M | Sell |
|
|||||
|
2023
Q3 | $1.64M | Hold |
|
|||||
|
2023
Q2 | $1.66M | Buy |
|
|||||
|
2023
Q1 | $261K | Buy |
|
|||||
|
2022
Q4 | $210K | Hold |
|
|||||
|
2022
Q3 | $207K | Hold |
|
|||||
|
2022
Q2 | $211K | Hold |
|
|||||
|
2022
Q1 | $211K | Sell |
|
|||||
|
2021
Q4 | $816K | Buy |
|
|||||
|
2021
Q3 | $617K | Buy |
|
|||||
|
2021
Q2 | $519K | Hold |
|
|||||
|
2021
Q1 | $519K | Hold |
|
|||||
|
2020
Q4 | $520K | Buy |
|