Morton Brown Family Wealth’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 | $6.16M | Sell |
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|
2025
Q2 | $6.36M | Sell |
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|
2025
Q1 | $6.78M | Buy |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $6.88M | Sell |
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|
2024
Q2 | $8.29M | Sell |
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|
2024
Q1 | $9.73M | Buy |
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|
2023
Q4 | $8.8M | Buy |
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|
2023
Q3 | $7.66M | Buy |
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|
2023
Q2 | $7.53M | Sell |
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|
2023
Q1 | $7.71M | Buy |
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|
2022
Q4 | $7.59M | Buy |
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|
2022
Q3 | $6.07M | Buy |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $333K | Buy |
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