Orion Portfolio Solutions’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
Q1 | $30.7M | Buy |
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2024
Q4 | $28.7M | Buy |
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2024
Q3 | $26.2M | Buy |
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|
2024
Q2 | $23.3M | Buy |
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|
2024
Q1 | $20M | Buy |
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|
2023
Q4 | $18.8M | Buy |
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|
2023
Q3 | $17.6M | Buy |
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|
2023
Q2 | $15.7M | Sell |
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|
2023
Q1 | $18.5M | Buy |
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|
2022
Q4 | $11.6M | Buy |
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|
2022
Q3 | $9.9M | Sell |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $3.4M | Buy |
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|
2021
Q1 | $3.3M | Sell |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $3.49M | Sell |
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|
2020
Q2 | $3.91M | Sell |
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|
2020
Q1 | $3.86M | Buy |
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