Bar Harbor 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
2021
Q4
Sell
-3,348
Closed -$360K 250
2021
Q3
$360K Buy
3,348
+848
+34% +$91.2K 0.03% 176
2021
Q2
$270K Hold
2,500
0.03% 209
2021
Q1
$270K Buy
+2,500
New +$270K 0.03% 214