BMS Financial Advisors’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
Q2
$203K Sell
2023
Q1
$317K Sell
2022
Q4
$332K Sell
2022
Q3
$543K Buy
2022
Q2
$340K Buy
2022
Q1
$295K Sell
2021
Q4
$341K Buy