WhitTier Trust Company’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 | $373K | Hold |
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|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $413K | Sell |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.23M | Hold |
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|
2020
Q4 | $1.23M | Hold |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.25M | Hold |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $707K | Sell |
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|
2018
Q4 | $756K | Hold |
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|
2018
Q3 | $751K | Buy |
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|
2018
Q2 | $748K | Sell |
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|
2018
Q1 | $802K | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.85M | Buy |
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|
2017
Q1 | $1.51M | Sell |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $663K | Sell |
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|
2016
Q1 | $678K | Sell |
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|
2015
Q4 | $991K | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.13M | Sell |
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|
2014
Q4 | $1.35M | Sell |
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|
2014
Q3 | $1.48M | Sell |
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|
2014
Q2 | $1.48M | Sell |
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|
2014
Q1 | $1.5M | Sell |
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|
2013
Q4 | $1.52M | Buy |
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|
2013
Q3 | $1.44M | Sell |
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|
2013
Q2 | $1.52M | Buy |
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