Venturi 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 | $300K | Buy |
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|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $403K | Buy |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $671K | Sell |
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|
2022
Q1 | $858K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $942K | Buy |
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|
2021
Q2 | $721K | Buy |
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|
2021
Q1 | $596K | Buy |
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|
2020
Q4 | $201K | Buy |
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