Vertex Planning Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $1.23M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $828K | Hold |
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|
2024
Q2 | $815K | Hold |
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|
2024
Q1 | $817K | Hold |
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|
2023
Q4 | $822K | Hold |
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|
2023
Q3 | $802K | Hold |
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|
2023
Q2 | $811K | Hold |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $813K | Buy |
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