Haverford Trust 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 | $506K | Hold |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $486K | Hold |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.5M | Hold |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | $388K | Hold |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $311K | Hold |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $321K | Hold |
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|
2017
Q4 | $321K | Buy |
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|
2017
Q3 | $310K | Hold |
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|
2017
Q2 | $310K | Sell |
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|
2017
Q1 | $340K | Buy |
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|
2016
Q4 | $297K | Hold |
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|
2016
Q3 | $300K | Hold |
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|
2016
Q2 | $301K | Hold |
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|
2016
Q1 | $300K | Sell |
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|
2015
Q4 | $350K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $205K | Sell |
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|
2015
Q1 | $1.4M | Buy |
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|
2014
Q4 | $1.36M | Sell |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $301K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $219K | Buy |
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