Summit Financial’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 | $1.35M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $995K | Buy |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $988K | Sell |
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|
2023
Q3 | $974K | Sell |
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|
2023
Q2 | $986K | Buy |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $287K | Buy |
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