Patten 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
Q2 | $5.04M | Sell |
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|
2025
Q1 | $5.37M | Buy |
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|
2024
Q4 | $4.62M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.72M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $552K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $26.5K | Hold |
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|
2016
Q2 | $26.6K | Hold |
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|
2016
Q1 | $26.5K | Hold |
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|
2015
Q4 | $26.5K | Hold |
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|
2015
Q3 | $26.5K | Hold |
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|
2015
Q2 | $26.4K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $26K | Buy |
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