Valmark Advisers’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
Q2 | $4.21M | Buy |
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|
2025
Q1 | $4.09M | Buy |
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|
2024
Q4 | $3.96M | Sell |
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|
2024
Q3 | $4.4M | Buy |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $3.69M | Sell |
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|
2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $3.38M | Buy |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $678K | Buy |
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|
2020
Q1 | $624K | Sell |
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|
2019
Q4 | $629K | Buy |
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|
2019
Q3 | $553K | Sell |
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|
2019
Q2 | $554K | Buy |
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|
2019
Q1 | $456K | Buy |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $289K | Buy |
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|
2017
Q3 | $272K | Sell |
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|
2017
Q2 | $287K | Sell |
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|
2017
Q1 | $291K | Sell |
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|
2016
Q4 | $319K | Sell |
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|
2016
Q3 | $345K | Sell |
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|
2016
Q2 | $520K | Sell |
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|
2016
Q1 | $526K | Buy |
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|
2015
Q4 | $417K | Buy |
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|
2015
Q3 | $310K | Sell |
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|
2015
Q2 | $330K | Sell |
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|
2015
Q1 | $399K | Sell |
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|
2014
Q4 | $412K | Sell |
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|
2014
Q3 | $472K | Sell |
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|
2014
Q2 | $473K | Buy |
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|
2014
Q1 | $420K | Buy |
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|
2013
Q4 | $381K | Buy |
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