Patriot Financial Group Insurance Agency’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 | $394K | Sell |
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|
2025
Q2 | $393K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $277K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q4 | $141K | Buy |
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|
2020
Q3 | $136K | Buy |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $72K | Buy |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | $54K | Buy |
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