Mather Group’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 | $18.3M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $983K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $10.6M | Sell |
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|
2021
Q4 | $11.8M | Sell |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.7M | Buy |
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|
2020
Q3 | $9.77M | Buy |
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|
2020
Q2 | $8.24M | Buy |
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|
2020
Q1 | $7.95M | Buy |
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|
2019
Q4 | $5.73M | Buy |
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|
2019
Q3 | $5.34M | Buy |
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|
2019
Q2 | $5.08M | Sell |
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|
2019
Q1 | $5.18M | Buy |
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|
2018
Q4 | $4.38M | Buy |
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|
2018
Q3 | $3.45M | Sell |
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|
2018
Q2 | $3.82M | Sell |
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|
2018
Q1 | $4.84M | Buy |
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|
2017
Q4 | $4.37M | Buy |
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|
2017
Q3 | $1.97M | Buy |
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|
2017
Q2 | $1.72M | Buy |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $1.58M | Sell |
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|
2016
Q3 | $3.38M | Buy |
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|
2016
Q2 | $2.39M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $839K | Buy |
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|
2015
Q3 | $538K | Buy |
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|
2015
Q2 | $343K | Hold |
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|
2015
Q1 | $343K | Buy |
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|
2014
Q4 | $318K | Buy |
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