Stone House Investment 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
$17.3K Sell
2025
Q2
$44.6K Sell
2025
Q1
$1.73M Buy
2024
Q4
Sell
2024
Q3
$54.5K Hold
2024
Q2
$53.6K Sell
2024
Q1
$60.4K Buy
2023
Q4
$43.9K Sell
2023
Q3
$823K Buy
2023
Q2
$631K Buy
2023
Q1
$445K Sell
2022
Q4
$460K Buy
2022
Q3
$327K Buy
2019
Q2
Sell
2019
Q1
$3K Buy