Smith & Howard 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 | $1.75M | Sell |
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|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $3.89M | Sell |
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|
2024
Q1 | $4.84M | Sell |
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|
2023
Q4 | $5.71M | Buy |
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|
2023
Q3 | $4.78M | Sell |
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|
2023
Q2 | $6.47M | Sell |
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|
2023
Q1 | $7.42M | Sell |
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|
2022
Q4 | $7.87M | Buy |
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|
2022
Q3 | $4.33M | Sell |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | $5.73M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $65K | Hold |
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|
2013
Q3 | $65K | Hold |
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|
2013
Q2 | $65K | Buy |
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