CFA
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Cahill Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cahill Financial Advisors’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
Q2 		– Sell
-2,122
Closed -$222K – 245
2023
Q1 		$222K Buy
2,122
+5
+0.2% +$522 0.04% 221
2022
Q4 		$221K Buy
2,117
+121
+6% +$12.5K 0.04% 215
2022
Q3 		$205K Sell
1,996
-532
-21% -$55.5K 0.04% 207
2022
Q2 		$265K Buy
2,528
+156
+7% +$16.2K 0.06% 185
2022
Q1 		$248K Buy
2,372
+286
+14% +$30.3K 0.05% 201
2021
Q4 		$224K Sell
2,086
-656
-24% -$70.5K 0.04% 207
2021
Q3 		$295K Buy
2,742
+128
+5% +$13.8K 0.06% 188
2021
Q2 		$282K Hold
2,614
– – 0.06% 180
2021
Q1 		$282K Buy
2,614
+388
+17% +$41.9K 0.07% 176
2020
Q4 		$241K Buy
+2,226
New +$240K 0.06% 178

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Bank of America
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Mercer Global Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return