Great Valley Advisor Group’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 | $3.21M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $934K | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $954K | Sell |
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|
2022
Q4 | $956K | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $704K | Sell |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $325K | Buy |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $268K | Buy |
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