Kestra Private Wealth Services’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 | $4.3M | Sell |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $3.86M | Buy |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $4.65M | Buy |
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|
2022
Q2 | $3.13M | Buy |
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $563K | Buy |
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