Private Trust Company’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
Q3 | $129K | Sell |
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|
2025
Q2 | $197K | Buy |
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|
2025
Q1 | $73.2K | Sell |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $158K | Sell |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $698K | Hold |
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|
2023
Q2 | $706K | Buy |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $35K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $552K | Hold |
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|
2018
Q1 | $551K | Hold |
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|
2017
Q4 | $551K | Hold |
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|
2017
Q3 | $557K | Hold |
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|
2017
Q2 | $556K | Hold |
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|
2017
Q1 | $555K | Hold |
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|
2016
Q4 | $552K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $28K | Hold |
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|
2014
Q2 | $28K | Hold |
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|
2014
Q1 | $28K | Buy |
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