Phillips Financial Management’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 | $4.42M | Sell |
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2025
Q1 | $4.9M | Sell |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $4.82M | Sell |
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|
2024
Q2 | $5.02M | Sell |
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|
2024
Q1 | $5.83M | Buy |
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|
2023
Q4 | $5.77M | Sell |
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|
2023
Q3 | $6.28M | Buy |
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|
2023
Q2 | $6.35M | Sell |
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|
2023
Q1 | $6.52M | Sell |
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|
2022
Q4 | $7.94M | Buy |
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|
2022
Q3 | $5.78M | Buy |
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|
2022
Q2 | $5.25M | Sell |
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|
2022
Q1 | $5.87M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.5M | Sell |
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|
2021
Q2 | $3.53M | Sell |
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|
2021
Q1 | $3.66M | Buy |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $2.32M | Buy |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $2.86M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.15M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.44M | Sell |
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|
2014
Q1 | $1.55M | Sell |
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|
2013
Q4 | $1.91M | Buy |
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|
2013
Q3 | $1.46M | Buy |
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|
2013
Q2 | $1.4M | Buy |
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