SageView Advisory 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
Q2 | $8.46M | Buy |
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|
2025
Q1 | $8.28M | Sell |
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|
2024
Q4 | $8.56M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.98M | Sell |
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|
2023
Q2 | $7.34M | Sell |
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|
2023
Q1 | $7.49M | Buy |
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|
2022
Q4 | $6.12M | Buy |
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