Private Ocean’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
Q2 | $3.85M | Sell |
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $4.06M | Sell |
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|
2023
Q3 | $4.76M | Sell |
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|
2023
Q2 | $5.35M | Sell |
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|
2023
Q1 | $5.53M | Buy |
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|
2022
Q4 | $5.51M | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $400K | Hold |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $43K | Hold |
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|
2020
Q2 | $43K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $43K | Hold |
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|
2019
Q3 | $43K | Buy |
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