Integrated Wealth Concepts’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 | $4.07M | Buy |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $9.23M | Buy |
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|
2024
Q3 | $8.88M | Sell |
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|
2024
Q2 | $9.43M | Buy |
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|
2024
Q1 | $7.49M | Buy |
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|
2023
Q4 | $7.39M | Buy |
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|
2023
Q3 | $7.03M | Buy |
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|
2023
Q2 | $4.6M | Buy |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $4.88M | Buy |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.43M | Buy |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $1.97M | Sell |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.39M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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