CAP Partners LLC’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
2025
Q3
$323K Buy
2025
Q2
$313K Buy
2025
Q1
$300K Buy
2024
Q4
$293K Sell
2024
Q3
$311K Sell
2024
Q2
$307K Buy
2024
Q1
$299K Buy
2023
Q4
$300K Buy