Integris Wealth Management’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
Q3 | $313K | Hold |
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2025
Q2 | $311K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $3.29M | Sell |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $4.64M | Sell |
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|
2024
Q1 | $5.06M | Buy |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $4.94M | Sell |
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|
2023
Q2 | $5.04M | Buy |
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|
2023
Q1 | $5.02M | Sell |
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|
2022
Q4 | $5.02M | Buy |
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