Grimes & Company’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
Q2 | $58.2M | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $63.5M | Sell |
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|
2023
Q1 | $65.8M | Sell |
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|
2022
Q4 | $65.6M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $907K | Sell |
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|
2018
Q2 | $1.69M | Sell |
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|
2018
Q1 | $1.7M | Buy |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $2.46M | Hold |
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|
2017
Q2 | $2.46M | Sell |
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|
2017
Q1 | $2.55M | Hold |
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|
2016
Q4 | $2.54M | Hold |
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|
2016
Q3 | $2.56M | Hold |
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|
2016
Q2 | $2.57M | Buy |
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|
2016
Q1 | $2.31M | Hold |
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|
2015
Q4 | $2.31M | Sell |
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|
2015
Q3 | $2.47M | Buy |
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