Patten & Patten’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Sell |
9,195
-1,925
| -17% | -$205K | 0.06% | 170 |
|
|
2025
Q1 | $1.17M | Sell |
11,120
-1,870
| -14% | -$197K | 0.08% | 155 |
|
|
2024
Q4 | $1.37M | Sell |
12,990
-5,438
| -30% | -$574K | 0.09% | 148 |
|
|
2024
Q3 | $1.96M | Sell |
18,428
-1,550
| -8% | -$165K | 0.13% | 117 |
|
|
2024
Q2 | $2.09M | Sell |
19,978
-1,855
| -8% | -$194K | 0.15% | 113 |
|
|
2024
Q1 | $2.29M | Buy |
+21,833
| New | +$2.29M | 0.16% | 111 |
|