Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Sell |
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|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $173K | Sell |
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|
2022
Q2 | $195K | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $685K | Sell |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $517K | Buy |
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|
2018
Q2 | $98K | Sell |
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|
2018
Q1 | $215K | Buy |
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|
2017
Q4 | $215K | Buy |
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|
2017
Q3 | $217K | Buy |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $217K | Buy |
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|
2016
Q2 | $217K | Buy |
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|
2016
Q1 | $97K | Buy |
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