Ballentine Capital Advisors’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
Q2
Sell
-4,736
Closed -$495K 30
2024
Q1
$495K Hold
4,736
0.27% 19
2023
Q4
$497K Buy
+4,736
New +$497K 0.29% 19