Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.7M | Sell |
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|
2024
Q3 | $20.1M | Buy |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $16.6M | Sell |
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|
2023
Q4 | $17.8M | Sell |
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|
2023
Q3 | $31.2M | Sell |
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|
2023
Q2 | $43.1M | Sell |
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|
2023
Q1 | $45.1M | Sell |
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|
2022
Q4 | $67.9M | Buy |
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|
2022
Q3 | $10M | Sell |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $4.57M | Buy |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $880K | Buy |
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