Sonata Capital 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 | $823K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $535K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $710K | Hold |
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|
2022
Q1 | $710K | Hold |
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|
2021
Q4 | $729K | Hold |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $732K | Hold |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $625K | Sell |
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|
2020
Q3 | $760K | Hold |
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|
2020
Q2 | $759K | Hold |
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|
2020
Q1 | $748K | Hold |
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|
2019
Q4 | $751K | Hold |
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|
2019
Q3 | $750K | Hold |
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|
2019
Q2 | $750K | Hold |
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|
2019
Q1 | $746K | Sell |
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|
2018
Q4 | $768K | Hold |
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|
2018
Q3 | $763K | Hold |
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|
2018
Q2 | $765K | Sell |
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|
2018
Q1 | $812K | Buy |
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|
2017
Q4 | $655K | Sell |
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|
2017
Q3 | $729K | Hold |
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|
2017
Q2 | $727K | Hold |
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|
2017
Q1 | $726K | Hold |
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|
2016
Q4 | $722K | Buy |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $455K | Buy |
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|
2016
Q1 | $403K | Hold |
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|
2015
Q4 | $402K | Sell |
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|
2015
Q3 | $435K | Hold |
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|
2015
Q2 | $434K | Sell |
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|
2015
Q1 | $541K | Sell |
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|
2014
Q4 | $674K | Buy |
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