YHB Investment Advisors’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 | $658K | Sell |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $540K | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $295K | Sell |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $363K | Buy |
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