Rockwood 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
Q3 | $5.25M | Sell |
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|
2025
Q2 | $5.26M | Buy |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $4.8M | Sell |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $17.3M | Buy |
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|
2024
Q1 | $17.3M | Sell |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $277K | Buy |
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