Meridian Wealth Partners’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 | $8.05M | Sell |
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2025
Q2 | $8.42M | Buy |
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|
2025
Q1 | $8.03M | Sell |
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|
2024
Q4 | $8.56M | Sell |
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|
2024
Q3 | $8.76M | Sell |
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|
2024
Q2 | $9.66M | Sell |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $15.1M | Sell |
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|
2023
Q2 | $16.2M | Sell |
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|
2023
Q1 | $16.3M | Sell |
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|
2022
Q4 | $16.7M | Sell |
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|
2022
Q3 | $16.6M | Buy |
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|
2022
Q2 | $15.5M | Buy |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $17.1M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $2.55M | Buy |
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