Caldwell Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Caldwell Trust’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-390
2023 Q3	$40.1K	Hold	390
2023 Q2	$40.6K	Sell	390 -830
2023 Q1	$128K	Buy	+1,220