Trinity Wealth 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 | $784K | Buy |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $688K | Sell |
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|
2024
Q2 | $890K | Sell |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $1.97M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $848K | Buy |
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