Kovitz Investment Group Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $2.51M | Sell |
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|
2025
Q2 | $2.67M | Buy |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $3.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $2.9M | Buy |
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|
2020
Q2 | $1.81M | Buy |
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