Heritage Investment 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
Q2 | $51.7M | Buy |
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|
2025
Q1 | $49.2M | Sell |
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|
2024
Q4 | $49.2M | Buy |
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|
2024
Q3 | $49.1M | Buy |
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|
2024
Q2 | $48.1M | Sell |
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|
2024
Q1 | $50.9M | Sell |
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|
2023
Q4 | $51.3M | Sell |
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|
2023
Q3 | $51.8M | Sell |
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|
2023
Q2 | $53.9M | Sell |
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|
2023
Q1 | $55.1M | Sell |
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|
2022
Q4 | $56M | Buy |
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|
2022
Q3 | $4.42M | Sell |
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|
2022
Q2 | $6.36M | Buy |
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