Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.64M | Sell |
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2024
Q2 | $2.79M | Sell |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $3.24M | Sell |
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|
2023
Q2 | $3.55M | Sell |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $5.43M | Sell |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $7.45M | Sell |
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|
2021
Q4 | $9.47M | Buy |
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|
2021
Q3 | $9.34M | Sell |
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|
2021
Q2 | $9.96M | Buy |
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|
2021
Q1 | $8.61M | Buy |
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|
2020
Q4 | $6.43M | Buy |
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|
2020
Q3 | $1.8M | Buy |
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|
2020
Q2 | $848K | Buy |
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|
2020
Q1 | $787K | Buy |
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|
2019
Q4 | $710K | Sell |
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|
2019
Q3 | $853K | Buy |
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