Sigma Investment Counselors’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 | $1.73M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $611K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $835K | Sell |
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|
2017
Q2 | $944K | Buy |
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|
2017
Q1 | $908K | Sell |
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|
2016
Q4 | $1.66M | Sell |
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|
2016
Q3 | $3.17M | Sell |
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|
2016
Q2 | $5.3M | Buy |
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|
2016
Q1 | $5.01M | Buy |
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|
2015
Q4 | $4.88M | Buy |
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|
2015
Q3 | $2.21M | Buy |
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|
2015
Q2 | $1.84M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $1M | Buy |
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|
2014
Q3 | $882K | Buy |
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|
2014
Q2 | $666K | Buy |
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|
2014
Q1 | $585K | Buy |
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|
2013
Q4 | $453K | Buy |
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|
2013
Q3 | $341K | Buy |
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|
2013
Q2 | $260K | Buy |
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