SWMG LLC’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
Q4 | – | Sell |
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|
2025
Q3 | $613K | Sell |
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|
2025
Q2 | $643K | Sell |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $739K | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $895K | Buy |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $905K | Sell |
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|
2021
Q3 | $923K | Buy |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $884K | Buy |
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|
2020
Q4 | $808K | Buy |
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