Vivaldi Capital 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
Q2
$1.34M Hold
2025
Q1
$1.33M Hold
2024
Q4
$1.33M Sell
2024
Q3
$1.35M Hold
2024
Q2
$1.33M Hold
2024
Q1
$1.34M Sell
2023
Q4
$2.08M Sell
2023
Q3
$2.07M Sell
2023
Q2
$2.24M Sell
2023
Q1
$2.51M Sell
2022
Q4
$3M Sell
2022
Q3
$4.2M Sell
2022
Q2
$6.51M Sell
2022
Q1
$9.49M Sell
2021
Q4
$20.6M Sell
2021
Q3
$21.6M Sell
2021
Q2
$22.9M Buy
2021
Q1
$13.9M Buy
2020
Q4
$8.11M Buy
2020
Q3
$6.45M Buy