Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Buy |
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|
2025
Q2 | $605K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $114M | Buy |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4.47M | Sell |
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|
2023
Q1 | $128M | Buy |
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|
2022
Q4 | $122M | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.92M | Sell |
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|
2020
Q2 | $3.75M | Sell |
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|
2020
Q1 | $9.8M | Sell |
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|
2019
Q4 | $29.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $467K | Sell |
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|
2018
Q3 | $814K | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.21M | Buy |
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