Joel Isaacson & Co’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 | $4.2M | Sell |
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|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.84M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $30K | Buy |
|