Tompkins 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
Q3 | $1.12M | Sell |
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|
2025
Q2 | $2.87M | Hold |
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|
2025
Q1 | $2.85M | Hold |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.26M | Hold |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $1.73M | Hold |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $835K | Hold |
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|
2023
Q1 | $840K | Hold |
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|
2022
Q4 | $836K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.18M | Buy |
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