TF
Tompkins Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Hold |
26,952
| – | – | 0.26% | 62 |
|
|
2025
Q1 | $2.85M | Hold |
26,952
| – | – | 0.27% | 63 |
|
|
2024
Q4 | $2.84M | Buy |
26,952
+5,626
| +26% | +$593K | 0.26% | 60 |
|
|
2024
Q3 | $2.26M | Hold |
21,326
| – | – | 0.22% | 62 |
|
|
2024
Q2 | $2.23M | Buy |
21,326
+4,841
| +29% | +$506K | 0.23% | 62 |
|
|
2024
Q1 | $1.73M | Hold |
16,485
| – | – | 0.2% | 70 |
|
|
2023
Q4 | $1.74M | Buy |
+16,485
| New | +$1.74M | 0.21% | 68 |
|
|
2023
Q3 | – | Sell |
-8,022
| Closed | -$835K | – | 617 |
|
|
2023
Q2 | $835K | Hold |
8,022
| – | – | 0.13% | 88 |
|
|
2023
Q1 | $840K | Hold |
8,022
| – | – | 0.14% | 87 |
|
|
2022
Q4 | $836K | Buy |
+8,022
| New | +$836K | 0.13% | 91 |
|
|
2019
Q1 | – | Sell |
-39,626
| Closed | -$4.18M | – | 424 |
|
|
2018
Q4 | $4.18M | Buy |
+39,626
| New | +$4.18M | 0.92% | 28 |
|