Whittier Trust’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 | $402K | Sell |
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|
2025
Q2 | $538K | Hold |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $679K | Hold |
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|
2024
Q2 | $668K | Hold |
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|
2024
Q1 | $670K | Hold |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $749K | Sell |
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|
2022
Q3 | $748K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $762K | Sell |
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|
2021
Q4 | $794K | Sell |
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|
2021
Q3 | $887K | Hold |
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|
2021
Q2 | $889K | Sell |
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|
2021
Q1 | $947K | Sell |
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|
2020
Q4 | $960K | Buy |
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|
2020
Q3 | $667K | Hold |
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|
2020
Q2 | $665K | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.3M | Hold |
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|
2019
Q3 | $1.3M | Hold |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.64M | Sell |
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|
2018
Q2 | $1.96M | Sell |
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|
2018
Q1 | $2.01M | Sell |
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|
2017
Q4 | $2.06M | Sell |
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|
2017
Q3 | $2.77M | Sell |
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|
2017
Q2 | $2.79M | Buy |
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|
2017
Q1 | $2.6M | Buy |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $965K | Buy |
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|
2016
Q2 | $424K | Sell |
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|
2016
Q1 | $609K | Buy |
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|
2015
Q4 | $497K | Sell |
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|
2015
Q3 | $521K | Sell |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.21M | Buy |
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|
2014
Q4 | $862K | Hold |
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|
2014
Q3 | $864K | Buy |
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|
2014
Q2 | $815K | Buy |
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|
2014
Q1 | $602K | Hold |
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|
2013
Q4 | $602K | Hold |
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|
2013
Q3 | $602K | Hold |
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|
2013
Q2 | $597K | Buy |
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