Lutz Financial 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 | $6.99M | Buy |
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2025
Q1 | $5.06M | Sell |
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|
2024
Q4 | $5.38M | Sell |
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|
2024
Q3 | $5.7M | Sell |
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|
2024
Q2 | $5.63M | Buy |
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|
2024
Q1 | $5.58M | Sell |
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|
2023
Q4 | $6.29M | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $18.4M | Sell |
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|
2022
Q3 | $40.8M | Buy |
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|
2022
Q2 | $38.5M | Buy |
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|
2022
Q1 | $33.6M | Buy |
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|
2021
Q4 | $25.3M | Buy |
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|
2021
Q3 | $22.6M | Buy |
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|
2021
Q2 | $20.7M | Buy |
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|
2021
Q1 | $16.4M | Buy |
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|
2020
Q4 | $8.79M | Buy |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $1.9M | Buy |
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