Steel Grove Capital Advisors’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 | $376K | Hold |
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2025
Q2 | $376K | Hold |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $3.09M | Sell |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $18.2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.52M | Hold |
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|
2017
Q3 | $2.55M | Sell |
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|
2017
Q2 | $2.75M | Sell |
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|
2017
Q1 | $2.89M | Hold |
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|
2016
Q4 | $2.88M | Buy |
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