Narus Financial 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
Q2
$2.14M Buy
2025
Q1
$2.12M Sell
2024
Q4
$2.48M Buy
2024
Q3
$2.12M Buy
2024
Q2
$1.79M Buy
2024
Q1
$1.56M Buy
2023
Q4
$1.16M Buy
2023
Q3
$850K Buy
2023
Q2
$844K Sell
2023
Q1
$1.11M Buy
2022
Q4
$1.08M Buy
2022
Q3
$835K Sell
2022
Q2
$1.59M Sell
2022
Q1
$2.55M Buy
2021
Q1
$1.64M Buy
2019
Q4
$1.09M Sell
2019
Q3
$1.12M Buy
2019
Q2
$1.12M Buy
2017
Q3
$695K Hold
2017
Q2
$693K Hold
2017
Q1
$692K Hold
2016
Q4
$689K Buy