Jacobson & Schmitt Advisors’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 | $726K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $692K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $691K | Sell |
|
|||||
|
2022
Q4 | $1.19M | Hold |
|
|||||
|
2022
Q3 | $1.19M | Sell |
|
|||||
|
2022
Q2 | $1.42M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $3.09M | Buy |
|
|||||
|
2020
Q3 | $3.06M | Buy |
|
|||||
|
2020
Q2 | $2.65M | Buy |
|