AllSquare Wealth Management’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
2023 Q1	–	Sell	-500	Closed	-$52.1K	–	563
2022 Q4	$52.1K	Hold	500	–	–	0.04%	194
2022 Q3	$51K	Hold	500	–	–	0.04%	185
2022 Q2	$52K	Hold	500	–	–	0.04%	189
2022 Q1	$52K	Hold	500	–	–	0.03%	223
2021 Q4	$54K	Hold	500	–	–	0.03%	213
2021 Q3	$54K	Hold	500	–	–	0.03%	216
2021 Q2	$54K	Hold	500	–	–	0.03%	224
2021 Q1	$54K	Hold	500	–	–	0.03%	220
2020 Q4	$54K	Hold	500	–	–	0.04%	193
2020 Q3	$54K	Hold	500	–	–	0.04%	181
2020 Q2	$54K	Hold	500	–	–	0.04%	172
2020 Q1	$53K	Hold	500	–	–	0.05%	157
2019 Q4	$53K	Buy	+500	New	+$53.3K	0.04%	180
2015 Q2	–	Sell	-185	Closed	-$20K	–	337
2015 Q1	$20K	Hold	185	–	–	0.02%	174
2014 Q4	$20K	Buy	+185	New	+$19.6K	0.02%	174