Loring Wolcott & Coolidge Fiduciary 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
Q3 | $39.9K | Hold |
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2025
Q2 | $39.9K | Hold |
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2025
Q1 | $39.4K | Hold |
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|
2024
Q4 | $39.7K | Hold |
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|
2024
Q3 | $39.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.69K | Hold |
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|
2023
Q2 | $2.71K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $60K | Buy |
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