Able 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
2024 Q3	–	Sell	-2,226	Closed	-$233K	–	94
2024 Q2	$233K	Sell	2,226 -1,299	-37%	-$136K	0.19%	75
2024 Q1	$369K	Sell	3,525 -127	-3%	-$13.3K	0.32%	52
2023 Q4	$385K	Buy	+3,652	New	+$385K	0.35%	47