P.J. Schmidt Investment Management (PJS)’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
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2023
Q1 | $244K | Buy |
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2022
Q4 | $208K | Sell |
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2022
Q3 | $298K | Buy |
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2022
Q2 | $302K | Buy |
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2022
Q1 | $246K | Sell |
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2021
Q4 | $481K | Sell |
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2021
Q3 | $603K | Buy |
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2021
Q2 | $377K | Sell |
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2021
Q1 | $477K | Sell |
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2020
Q4 | $485K | Buy |
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2020
Q3 | $201K | Buy |
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