Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.21M | Buy |
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2023
Q2 | $5.26M | Buy |
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2023
Q1 | $3.91M | Buy |
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|
2022
Q2 | $3.97M | Sell |
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2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.32M | Sell |
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2021
Q3 | $4.62M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $842K | Sell |
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|
2019
Q3 | $893K | Sell |
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|
2019
Q2 | $959K | Buy |
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|
2019
Q1 | $520K | Buy |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $61K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $174K | Buy |
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