Sage Financial Management Group’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 | $389K | Buy |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $660K | Sell |
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $819K | Buy |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $500K | Buy |
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