Patriot Investment Management 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 | $575K | Hold |
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|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $635K | Hold |
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|
2022
Q4 | $637K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $94.9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $342K | Buy |
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