Pathstone Family Office’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
Q3 | $26.6M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $75.5M | Buy |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $32.4M | Buy |
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|
2022
Q1 | $947K | Hold |
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|
2021
Q4 | $973K | Hold |
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|
2021
Q3 | $974K | Buy |
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|
2021
Q2 | $658K | Hold |
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|
2021
Q1 | $658K | Hold |
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|
2020
Q4 | $659K | Hold |
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|
2020
Q3 | $659K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.43M | Hold |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $143K | Buy |
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