Robertson Stephens Wealth 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 | $276K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $738K | Buy |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $4.45M | Sell |
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|
2022
Q2 | $5M | Buy |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $227K | Buy |
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