Jacobi Capital 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 | – | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $493K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $195K | Sell |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Buy |
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