TIAM2
Tru Independence Asset Management 2’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 | $467K | Hold |
4,387
| – | – | 0.32% | 61 |
|
|
2025
Q1 | $463K | Hold |
4,387
| – | – | 0.35% | 55 |
|
|
2024
Q4 | $463K | Hold |
4,387
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $466K | Buy |
+4,387
| New | +$466K | 0.39% | 43 |
|
|
2023
Q1 | $974K | Buy |
+9,300
| New | +$974K | 0.98% | 28 |
|
|
2022
Q3 | $955K | Hold |
9,300
| – | – | 1.01% | 19 |
|
|
2022
Q2 | $973K | Hold |
9,300
| – | – | 0.8% | 23 |
|
|
2022
Q1 | $973K | Hold |
9,300
| – | – | 0.56% | 32 |
|
|
2021
Q4 | $999K | Buy |
+9,300
| New | +$999K | 0.53% | 41 |
|