Winthrop Advisory Group’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 | $251K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.72M | Buy |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $2.64M | Buy |
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|
2020
Q2 | $2.61M | Buy |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.46M | Buy |
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|
2019
Q2 | $1.77M | Buy |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $809K | Buy |
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|
2018
Q2 | $702K | Buy |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $409K | Buy |
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