Legacy Private Trust’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 | $2.28M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.67M | Sell |
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $3.04M | Buy |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $4.39M | Buy |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $1.79M | Hold |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.96M | Buy |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $698K | Buy |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $354K | Sell |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $896K | Sell |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $3.68M | Sell |
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|
2018
Q3 | $4.43M | Buy |
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|
2018
Q2 | $3.2M | Buy |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $1.84M | Sell |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $1.79M | Sell |
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|
2017
Q1 | $3.08M | Sell |
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|
2016
Q4 | $12.3M | Buy |
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|
2016
Q3 | $9.84M | Buy |
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|
2016
Q2 | $4.71M | Sell |
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|
2016
Q1 | $5.05M | Buy |
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|
2015
Q4 | $4.73M | Buy |
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|
2015
Q3 | $3.31M | Buy |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $770K | Sell |
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|
2014
Q4 | $2.02M | Buy |
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|
2014
Q3 | $1.17M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.1M | Buy |
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