Rockbridge Investment 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 | $1.41M | Buy |
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2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.38M | Hold |
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|
2024
Q1 | $1.39M | Hold |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $466K | Buy |
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|
2020
Q2 | $462K | Buy |
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