MHR
Matthew Hamilton Rosenberg’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
8,932
-4,803
| -35% | -$511K | 0.22% | 45 |
|
|
2025
Q1 | $1.45M | Hold |
13,735
| – | – | 0.36% | 34 |
|
|
2024
Q4 | $1.45M | Sell |
13,735
-2,787
| -17% | -$294K | 0.38% | 31 |
|
|
2024
Q3 | $1.75M | Sell |
16,522
-22
| -0.1% | -$2.34K | 0.46% | 29 |
|
|
2024
Q2 | $1.73M | Sell |
16,544
-3,202
| -16% | -$334K | 0.51% | 28 |
|
|
2024
Q1 | $2.06M | Sell |
19,746
-1,905
| -9% | -$199K | 0.6% | 24 |
|
|
2023
Q4 | $2.28M | Sell |
21,651
-867
| -4% | -$91.4K | 0.7% | 23 |
|
|
2023
Q3 | $2.32M | Buy |
22,518
+8,487
| +60% | +$873K | 0.77% | 23 |
|
|
2023
Q2 | $1.46M | Buy |
14,031
+586
| +4% | +$61K | 0.49% | 28 |
|
|
2023
Q1 | $1.41M | Sell |
13,445
-2,969
| -18% | -$311K | 0.45% | 32 |
|
|
2022
Q4 | $1.71M | Buy |
16,414
+12,794
| +353% | +$1.33M | 0.58% | 28 |
|
|
2022
Q3 | $372K | Sell |
3,620
-6,840
| -65% | -$703K | 0.14% | 84 |
|
|
2022
Q2 | $1.1M | Buy |
10,460
+7,848
| +300% | +$822K | 0.41% | 38 |
|
|
2022
Q1 | $273K | Buy |
2,612
+950
| +57% | +$99.3K | 0.1% | 133 |
|
|
2021
Q4 | $178K | Buy |
1,662
+586
| +54% | +$62.8K | 0.06% | 204 |
|
|
2021
Q3 | $116K | Buy |
1,076
+649
| +152% | +$70K | 0.05% | 261 |
|
|
2021
Q2 | $46K | Buy |
427
+161
| +61% | +$17.3K | 0.02% | 372 |
|
|
2021
Q1 | $29K | Hold |
266
| – | – | 0.02% | 401 |
|
|
2020
Q4 | $29K | Sell |
266
-1,993
| -88% | -$217K | 0.02% | 388 |
|
|
2020
Q3 | $244K | Buy |
2,259
+265
| +13% | +$28.6K | 0.18% | 73 |
|
|
2020
Q2 | $215K | Buy |
+1,994
| New | +$215K | 0.17% | 74 |
|