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