AAF Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-10,685
Closed -$1.1M 41
2022
Q3
$1.1M Buy
10,685
+1,635
+18% +$168K 0.87% 15
2022
Q2
$947K Buy
+9,050
New +$947K 0.71% 13