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

Baystate Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$270K	Sell
2023 Q3	$385K	Buy
2023 Q2	$378K	Buy
2023 Q1	$374K	Sell
2022 Q4	$1.04M	Buy
2022 Q3	$773K	Buy
2022 Q2	$148K	Buy
2022 Q1	$4K	Buy
2018 Q1	–	Sell
2017 Q4	$3K	Buy