Omega Financial Group’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 | $2.69M | Sell |
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|
2025
Q1 | $2.89M | Sell |
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|
2024
Q4 | $2.93M | Sell |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.81M | Buy |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $2.57M | Buy |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $378K | Buy |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $283K | Buy |
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