Partners Capital Investment 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
Q3
$22.8M Buy
2025
Q2
$16.8M Sell
2025
Q1
$20.5M Buy
2024
Q4
$2.57M Sell
2024
Q3
$19.6M Sell
2024
Q2
$29M Buy
2024
Q1
$14.7M Sell
2023
Q4
$50.6M Sell
2023
Q3
$57.3M Sell
2023
Q2
$74.8M Buy
2023
Q1
$45.8M Buy
2022
Q4
$29.5M Buy
2022
Q3
$8.3M Buy
2022
Q2
$1M Buy